Annex Advisory Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $5.49M | Buy |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $6.5M | Buy |
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|
2021
Q4 | $4.75M | Sell |
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|
2021
Q3 | $7.14M | Buy |
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|
2021
Q2 | $6.23M | Buy |
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|
2021
Q1 | $5.86M | Sell |
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|
2020
Q4 | $4.52M | Buy |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.62M | Buy |
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|
2019
Q1 | $2.64M | Buy |
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|
2018
Q4 | $2.32M | Buy |
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|
2018
Q3 | $2.78M | Buy |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $2.04M | Buy |
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|
2017
Q4 | $1.97M | Buy |
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|
2017
Q3 | $1.59M | Buy |
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|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $710K | Buy |
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|
2016
Q2 | $692K | Buy |
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|
2016
Q1 | $753K | Sell |
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|
2015
Q4 | $755K | Buy |
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|
2015
Q3 | $603K | Buy |
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|
2015
Q2 | $396K | Buy |
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|
2015
Q1 | $345K | Buy |
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|
2014
Q4 | $215K | Buy |
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