Abundance Wealth Counselors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,979
| Closed | -$649K | – | 141 |
|
|
2023
Q3 | $649K | Buy |
+23,979
| New | +$649K | 0.19% | 82 |
|
|
2023
Q2 | – | Sell |
-22,800
| Closed | -$742K | – | 112 |
|
|
2023
Q1 | $742K | Buy |
22,800
+447
| +2% | +$14.5K | 0.19% | 78 |
|
|
2022
Q4 | $753K | Buy |
22,353
+529
| +2% | +$17.8K | 0.2% | 74 |
|
|
2022
Q3 | $673K | Buy |
21,824
+992
| +5% | +$30.6K | 0.19% | 74 |
|
|
2022
Q2 | $752K | Buy |
20,832
+3,491
| +20% | +$126K | 0.2% | 70 |
|
|
2022
Q1 | $794K | Buy |
17,341
+2,458
| +17% | +$113K | 0.22% | 69 |
|
|
2021
Q4 | $638K | Buy |
+14,883
| New | +$638K | 0.16% | 71 |
|
|
2021
Q3 | – | Sell |
-15,203
| Closed | -$807K | – | 87 |
|
|
2021
Q2 | $807K | Buy |
15,203
+1,379
| +10% | +$73.2K | 0.21% | 60 |
|
|
2021
Q1 | $844K | Buy |
13,824
+602
| +5% | +$36.8K | 0.21% | 56 |
|
|
2020
Q4 | $616K | Buy |
13,222
+688
| +5% | +$32.1K | 0.15% | 62 |
|
|
2020
Q3 | $470K | Buy |
12,534
+1,256
| +11% | +$47.1K | 0.14% | 64 |
|
|
2020
Q2 | $385K | Buy |
+11,278
| New | +$385K | 0.12% | 66 |
|