TFO Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-14
Closed -$106 794
2024
Q1
$106 Hold
14
﹤0.01% 629
2023
Q4
$92 Hold
14
﹤0.01% 809
2023
Q3
$84 Hold
14
﹤0.01% 1001
2023
Q2
$84 Hold
14
﹤0.01% 700
2023
Q1
$70 Buy
14
+10
+250% +$53 ﹤0.01% 708
2022
Q4
$135 Buy
+4
New +$26 ﹤0.01% 710
2020
Q4
Sell
-1,900
Closed -$4K 177
2020
Q3
$4K Hold
1,900
﹤0.01% 116
2020
Q2
$5K Hold
1,900
﹤0.01% 115
2020
Q1
$3K Hold
1,900
﹤0.01% 114
2019
Q4
$4K Buy
+1,900
New +$3.93K ﹤0.01% 133

Other funds holding SWN

TFO Wealth Partners's SWN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Southwestern Energy Company (SWN) in Q2 2024, closing a stake of 14 shares — an estimated $106 sold.

TFO Wealth Partners first reported a position in SWN in Q4 2019 and held it in 10 quarters. The position peaked at $5K in Q2 2020. 483 funds tracked by Wall St. Rank hold SWN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Southwestern Energy Company position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Southwestern Energy Company shares in Q2 2024, an estimated $106.
  • TFO Wealth Partners first reported a position in Southwestern Energy Company in Q4 2019 and held it in 10 quarters.
  • TFO Wealth Partners's Southwestern Energy Company position peaked at $5K in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.