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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

SWN holding history

Southwestern Energy Co in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWN overviewAll 13F holders of SWNFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2021
Holdings of SWN by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−19,147−100.0%Sold outHolders
Q3 202419,147$136.1K<0.1%−20−0.1%ReducedHolders
Q2 202419,167$129.0K0.1%−980−4.9%ReducedHolders
Q1 202420,147$152.7K<0.1%−4,680−18.9%ReducedHolders
Q4 202324,827$162.6K0.1%00.0%UnchangedHolders
Q3 202324,827$160.1K0.1%−1,650−6.2%ReducedHolders
Q2 202326,477$159.1K0.1%00.0%UnchangedHolders
Q1 202326,477$132.4K0.1%00.0%UnchangedHolders
Q4 202226,477$154.9K0.1%00.0%UnchangedHolders
Q3 202226,477$162.0K0.1%00.0%UnchangedHolders
Q2 202226,477$165.0K0.1%−400−1.5%ReducedHolders
Q1 202226,877$193.0K0.1%−1,029−3.7%ReducedHolders
Q4 202127,906$130.0K<0.1%00.0%UnchangedHolders
Q3 202127,906$155.0K0.1%+27,906NewHolders