Transamerica Financial Advisors’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1K | – | 665 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 696 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 657 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 519 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 507 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | -$1K | – | 928 |
|
|
2014
Q4 | $1K | Sell |
5
-1,829
| -100% | -$366K | ﹤0.01% | 709 |
|
|
2014
Q3 | $65K | Sell |
1,834
-328
| -15% | -$11.6K | 0.01% | 325 |
|
|
2014
Q2 | $99K | Buy |
+2,162
| New | +$99K | 0.01% | 324 |
|