Trek Financial’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,736
| Closed | -$106K | – | 465 |
|
|
2024
Q2 | $106K | Buy |
+15,736
| New | +$106K | 0.01% | 379 |
|
|
2024
Q1 | – | Sell |
-20,713
| Closed | -$136K | – | 444 |
|
|
2023
Q4 | $136K | Sell |
20,713
-2,295
| -10% | -$15K | 0.01% | 304 |
|
|
2023
Q3 | $148K | Buy |
23,008
+27
| +0.1% | +$174 | 0.01% | 272 |
|
|
2023
Q2 | $138K | Buy |
22,981
+10,052
| +78% | +$60.4K | 0.01% | 263 |
|
|
2023
Q1 | $64.6K | Buy |
+12,929
| New | +$64.6K | 0.01% | 246 |
|