United Capital Financial Advisors’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
Q3 | – | Sell |
-10,365
| Closed | -$69.8K | – | 1095 |
|
|
2024
Q2 | $69.8K | Sell |
10,365
-1,076
| -9% | -$7.86K | ﹤0.01% | 1011 |
|
|
2024
Q1 | $86.7K | Sell |
11,441
-682
| -6% | -$4.63K | ﹤0.01% | 1053 |
|
|
2023
Q4 | $79.4K | Buy |
+12,123
| New | +$80.9K | ﹤0.01% | 1044 |
|
|
2023
Q1 | – | Sell |
-11,582
| Closed | -$67.8K | – | 1089 |
|
|
2022
Q4 | $67.8K | Sell |
11,582
-1,034
| -8% | -$6.8K | ﹤0.01% | 1019 |
|
|
2022
Q3 | $77K | Sell |
12,616
-608
| -5% | -$4.21K | ﹤0.01% | 1063 |
|
|
2022
Q2 | $83K | Buy |
13,224
+535
| +4% | +$4.14K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $91K | Buy |
+12,689
| New | +$63.9K | ﹤0.01% | 1135 |
|
|
2021
Q1 | – | Sell |
-15,502
| Closed | -$46K | – | 1246 |
|
|
2020
Q4 | $46K | Buy |
15,502
+5,343
| +53% | +$15.7K | ﹤0.01% | 1175 |
|
|
2020
Q3 | $24K | Hold |
10,159
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q2 | $26K | Buy |
+10,159
| New | +$29K | ﹤0.01% | 1174 |
|
|
2020
Q1 | – | Sell |
-10,159
| Closed | -$25K | – | 1396 |
|
|
2019
Q4 | $25K | Hold |
10,159
| – | – | ﹤0.01% | 1353 |
|
|
2019
Q3 | $20K | Sell |
10,159
-3,872
| -28% | -$8.31K | ﹤0.01% | 1287 |
|
|
2019
Q2 | $44K | Buy |
14,031
+745
| +6% | +$2.89K | ﹤0.01% | 1434 |
|
|
2019
Q1 | $62K | Hold |
13,286
| – | – | ﹤0.01% | 1326 |
|
|
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% | -$111 | ﹤0.01% | 1280 |
|
|
2018
Q1 | $58K | Buy |
13,310
+3,115
| +31% | +$14K | ﹤0.01% | 1285 |
|
|
2017
Q4 | $57K | Sell |
10,195
-6,909
| -40% | -$40.2K | ﹤0.01% | 1287 |
|
|
2017
Q3 | $105K | Buy |
17,104
+1,933
| +13% | +$11K | ﹤0.01% | 1276 |
|
|
2017
Q2 | $92K | Buy |
15,171
+2,112
| +16% | +$14.6K | ﹤0.01% | 1245 |
|
|
2017
Q1 | $107K | Sell |
13,059
-2,503
| -16% | -$21.7K | ﹤0.01% | 1215 |
|
|
2016
Q4 | $168K | Buy |
15,562
+3,749
| +32% | +$42.9K | ﹤0.01% | 1204 |
|
|
2016
Q3 | $163K | Sell |
11,813
-241
| -2% | -$3.34K | ﹤0.01% | 1202 |
|
|
2016
Q2 | $157K | Sell |
12,054
-288
| -2% | -$3.49K | ﹤0.01% | 1193 |
|
|
2016
Q1 | $100K | Sell |
12,342
-2,014
| -14% | -$15.4K | ﹤0.01% | 1179 |
|
|
2015
Q4 | $102K | Buy |
14,356
+1,668
| +13% | +$16.3K | ﹤0.01% | 1173 |
|
|
2015
Q3 | $161K | Sell |
12,688
-252
| -2% | -$4.38K | ﹤0.01% | 1181 |
|
|
2015
Q2 | $294K | Buy |
+12,940
| New | +$332K | ﹤0.01% | 1077 |
|
|
2013
Q4 | – | Sell |
-147,071
| Closed | -$5.35M | – | 779 |
|
|
2013
Q3 | $5.35M | Sell |
147,071
-1,829
| -1% | -$69.4K | 0.17% | 134 |
|
|
2013
Q2 | $5.44M | Buy |
+148,900
| New | +$5.53M | 0.14% | 171 |
|
Other funds holding SWN
HI
DGI
KEM
United Capital Financial Advisors's SWN Position: Q3 2024 in Review
United Capital Financial Advisors sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 10,365 shares — an estimated $69.8K sold.
United Capital Financial Advisors first reported a position in SWN in Q2 2013 and held it in 31 quarters. The position peaked at $5.44M in Q2 2013. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.
- United Capital Financial Advisors reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 10,365 Southwestern Energy Company shares in Q3 2024, an estimated $69.8K.
- United Capital Financial Advisors first reported a position in Southwestern Energy Company in Q2 2013 and held it in 31 quarters.
- United Capital Financial Advisors's Southwestern Energy Company position peaked at $5.44M in Q2 2013.
- 456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.
Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.