Anchor Investment Management’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 | – | Hold |
0
| – | – | – | 978 |
|
|
2023
Q3 | – | Sell |
-123
| Closed | -$4.45K | – | 994 |
|
|
2023
Q2 | $4.45K | Sell |
123
-69
| -36% | -$2.5K | ﹤0.01% | 842 |
|
|
2023
Q1 | $6.25K | Buy |
192
+69
| +56% | +$2.25K | ﹤0.01% | 805 |
|
|
2022
Q4 | $4.14K | Hold |
123
| – | – | ﹤0.01% | 819 |
|
|
2022
Q3 | $3.79K | Sell |
123
-290
| -70% | -$8.94K | ﹤0.01% | 835 |
|
|
2022
Q2 | $14.9K | Hold |
413
| – | – | ﹤0.01% | 686 |
|
|
2022
Q1 | $18.9K | Hold |
413
| – | – | ﹤0.01% | 676 |
|
|
2021
Q4 | $17.7K | Buy |
413
+15
| +4% | +$643 | ﹤0.01% | 711 |
|
|
2021
Q3 | $20.5K | Hold |
398
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $21.1K | Buy |
398
+108
| +37% | +$5.73K | ﹤0.01% | 647 |
|
|
2021
Q1 | $17.7K | Hold |
290
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $13.5K | Hold |
290
| – | – | ﹤0.01% | 639 |
|
|
2020
Q3 | $10.9K | Sell |
290
-139
| -32% | -$5.21K | ﹤0.01% | 640 |
|
|
2020
Q2 | $14.7K | Buy |
429
+139
| +48% | +$4.75K | ﹤0.01% | 587 |
|
|
2020
Q1 | $10.3K | Hold |
290
| – | – | ﹤0.01% | 623 |
|
|
2019
Q4 | $15.7K | Hold |
290
| – | – | ﹤0.01% | 602 |
|
|
2019
Q3 | $15.7K | Hold |
290
| – | – | ﹤0.01% | 593 |
|
|
2019
Q2 | $14.7K | Hold |
290
| – | – | ﹤0.01% | 599 |
|
|
2019
Q1 | $15.1K | Hold |
290
| – | – | ﹤0.01% | 587 |
|
|
2018
Q4 | $13.5K | Sell |
290
-869
| -75% | -$40.4K | ﹤0.01% | 589 |
|
|
2018
Q3 | $72.4K | Hold |
1,159
| – | – | 0.02% | 423 |
|
|
2018
Q2 | $59K | Hold |
1,159
| – | – | 0.01% | 462 |
|
|
2018
Q1 | $66.4K | Buy |
1,159
+216
| +23% | +$12.4K | 0.02% | 445 |
|
|
2017
Q4 | $61.7K | Hold |
943
| – | – | 0.02% | 439 |
|
|
2017
Q3 | $52.8K | Buy |
+943
| New | +$52.8K | 0.02% | 440 |
|