United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,365
| Closed | -$69.8K | – | 1087 |
|
|
2024
Q2 | $69.8K | Sell |
10,365
-1,076
| -9% | -$7.24K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $86.7K | Sell |
11,441
-682
| -6% | -$5.17K | ﹤0.01% | 1045 |
|
|
2023
Q4 | $79.4K | Buy |
+12,123
| New | +$79.4K | ﹤0.01% | 1040 |
|
|
2023
Q1 | – | Sell |
-11,582
| Closed | -$67.8K | – | 1083 |
|
|
2022
Q4 | $67.8K | Sell |
11,582
-1,034
| -8% | -$6.05K | ﹤0.01% | 1019 |
|
|
2022
Q3 | $77K | Sell |
12,616
-608
| -5% | -$3.71K | ﹤0.01% | 1063 |
|
|
2022
Q2 | $83K | Buy |
13,224
+535
| +4% | +$3.36K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $91K | Buy |
+12,689
| New | +$91K | ﹤0.01% | 1129 |
|
|
2021
Q1 | – | Sell |
-15,502
| Closed | -$46K | – | 1238 |
|
|
2020
Q4 | $46K | Buy |
15,502
+5,343
| +53% | +$15.9K | ﹤0.01% | 1168 |
|
|
2020
Q3 | $24K | Hold |
10,159
| – | – | ﹤0.01% | 1138 |
|
|
2020
Q2 | $26K | Buy |
+10,159
| New | +$26K | ﹤0.01% | 1167 |
|
|
2020
Q1 | – | Sell |
-10,159
| Closed | -$25K | – | 1378 |
|
|
2019
Q4 | $25K | Hold |
10,159
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q3 | $20K | Sell |
10,159
-3,872
| -28% | -$7.62K | ﹤0.01% | 1272 |
|
|
2019
Q2 | $44K | Buy |
14,031
+745
| +6% | +$2.34K | ﹤0.01% | 1411 |
|
|
2019
Q1 | $62K | Hold |
13,286
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q4 | $45K | Hold |
13,286
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q3 | $68K | Hold |
13,286
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q2 | $71K | Sell |
13,286
-24
| -0.2% | -$128 | ﹤0.01% | 1280 |
|
|
2018
Q1 | $58K | Buy |
13,310
+3,115
| +31% | +$13.6K | ﹤0.01% | 1285 |
|
|
2017
Q4 | $57K | Sell |
10,195
-6,909
| -40% | -$38.6K | ﹤0.01% | 1287 |
|
|
2017
Q3 | $105K | Buy |
17,104
+1,933
| +13% | +$11.9K | ﹤0.01% | 1276 |
|
|
2017
Q2 | $92K | Buy |
15,171
+2,112
| +16% | +$12.8K | ﹤0.01% | 1245 |
|
|
2017
Q1 | $107K | Sell |
13,059
-2,503
| -16% | -$20.5K | ﹤0.01% | 1215 |
|
|
2016
Q4 | $168K | Buy |
15,562
+3,749
| +32% | +$40.5K | ﹤0.01% | 1204 |
|
|
2016
Q3 | $163K | Sell |
11,813
-241
| -2% | -$3.33K | ﹤0.01% | 1202 |
|
|
2016
Q2 | $157K | Sell |
12,054
-288
| -2% | -$3.75K | ﹤0.01% | 1193 |
|
|
2016
Q1 | $100K | Sell |
12,342
-2,014
| -14% | -$16.3K | ﹤0.01% | 1179 |
|
|
2015
Q4 | $102K | Buy |
14,356
+1,668
| +13% | +$11.9K | ﹤0.01% | 1173 |
|
|
2015
Q3 | $161K | Sell |
12,688
-252
| -2% | -$3.2K | ﹤0.01% | 1181 |
|
|
2015
Q2 | $294K | Buy |
+12,940
| New | +$294K | ﹤0.01% | 1077 |
|
|
2013
Q4 | – | Sell |
-147,071
| Closed | -$5.35M | – | 779 |
|
|
2013
Q3 | $5.35M | Sell |
147,071
-1,829
| -1% | -$66.5K | 0.17% | 134 |
|
|
2013
Q2 | $5.44M | Buy |
+148,900
| New | +$5.44M | 0.14% | 171 |
|