AIMZ Investment Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,260
| Closed | -$227K | – | 114 |
|
|
2023
Q2 | $227K | Hold |
6,260
| – | – | 0.1% | 107 |
|
|
2023
Q1 | $204K | Hold |
6,260
| – | – | 0.09% | 109 |
|
|
2022
Q4 | $211K | Buy |
+6,260
| New | +$211K | 0.1% | 110 |
|
|
2022
Q3 | – | Sell |
-6,260
| Closed | -$226K | – | 109 |
|
|
2022
Q2 | $226K | Hold |
6,260
| – | – | 0.11% | 104 |
|
|
2022
Q1 | $287K | Hold |
6,260
| – | – | 0.12% | 104 |
|
|
2021
Q4 | $268K | Hold |
6,260
| – | – | 0.1% | 104 |
|
|
2021
Q3 | $322K | Hold |
6,260
| – | – | 0.15% | 99 |
|
|
2021
Q2 | $332K | Hold |
6,260
| – | – | 0.15% | 96 |
|
|
2021
Q1 | $382K | Hold |
6,260
| – | – | 0.19% | 86 |
|
|
2020
Q4 | $292K | Hold |
6,260
| – | – | 0.15% | 94 |
|
|
2020
Q3 | $235K | Hold |
6,260
| – | – | 0.14% | 89 |
|
|
2020
Q2 | $214K | Buy |
+6,260
| New | +$214K | 0.14% | 90 |
|