Aptus Capital Advisors’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 | $208K | Buy |
6,403
+408
| +7% | +$13.2K | ﹤0.01% | 929 |
|
|
2025
Q1 | $201K | Sell |
5,995
-4,179
| -41% | -$140K | ﹤0.01% | 892 |
|
|
2024
Q4 | $343K | Buy |
+10,174
| New | +$343K | ﹤0.01% | 731 |
|
|
2021
Q1 | – | Sell |
-24,817
| Closed | -$1.16M | – | 516 |
|
|
2020
Q4 | $1.16M | Buy |
24,817
+3,504
| +16% | +$163K | 0.05% | 141 |
|
|
2020
Q3 | $799K | Sell |
21,313
-8,075
| -27% | -$303K | 0.04% | 151 |
|
|
2020
Q2 | $1M | Buy |
+29,388
| New | +$1M | 0.06% | 112 |
|