Valued Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Valued Wealth Advisors’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-38	Closed	-$271	–	683
2024 Q3	$271	Sell	38 -13	-25%	-$84	﹤0.01%	581
2024 Q2	$344	Hold	51	–	–	﹤0.01%	530
2024 Q1	$387	Buy	51 +46	+920%	+$312	﹤0.01%	511
2023 Q4	$33	Buy	+5	New	+$33	﹤0.01%	532

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Valued Wealth Advisors's SWN Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 38 shares — an estimated $271 sold.

Valued Wealth Advisors first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $387 in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Valued Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Valued Wealth Advisors sold 38 Southwestern Energy Company shares in Q4 2024, an estimated $271.
Valued Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Valued Wealth Advisors's Southwestern Energy Company position peaked at $387 in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.