Advisor Resource Council’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,355
| Closed | -$448K | – | 394 |
|
|
2025
Q1 | $448K | Buy |
+13,355
| New | +$448K | 0.04% | 381 |
|
|
2024
Q2 | – | Sell |
-9,660
| Closed | -$279K | – | 148 |
|
|
2024
Q1 | $279K | Sell |
9,660
-5,166
| -35% | -$149K | 0.12% | 177 |
|
|
2023
Q4 | $428K | Buy |
14,826
+5,178
| +54% | +$150K | 0.05% | 288 |
|
|
2023
Q3 | $261K | Hold |
9,648
| – | – | 0.13% | 115 |
|
|
2023
Q2 | $349K | Sell |
9,648
-2,557
| -21% | -$92.6K | 0.16% | 103 |
|
|
2023
Q1 | $399K | Buy |
12,205
+2,223
| +22% | +$72.7K | 0.1% | 181 |
|
|
2022
Q4 | $336K | Hold |
9,982
| – | – | 0.16% | 108 |
|
|
2022
Q3 | $308K | Sell |
9,982
-22,802
| -70% | -$704K | 0.21% | 109 |
|
|
2022
Q2 | $1.18M | Sell |
32,784
-2,194
| -6% | -$79.2K | 0.11% | 176 |
|
|
2022
Q1 | $1.6M | Sell |
34,978
-25,249
| -42% | -$1.16M | 0.48% | 58 |
|
|
2021
Q4 | $2.58M | Buy |
60,227
+21,951
| +57% | +$940K | 0.2% | 102 |
|
|
2021
Q3 | $1.97M | Sell |
38,276
-10,433
| -21% | -$537K | 0.6% | 42 |
|
|
2021
Q2 | $2.59M | Buy |
+48,709
| New | +$2.59M | 0.27% | 81 |
|