Archford Capital Strategies’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,847
| Closed | -$94K | – | 394 |
|
|
2019
Q2 | $94K | Hold |
1,847
| – | – | 0.03% | 242 |
|
|
2019
Q1 | $96K | Hold |
1,847
| – | – | 0.04% | 242 |
|
|
2018
Q4 | $86K | Hold |
1,847
| – | – | 0.03% | 238 |
|
|
2018
Q3 | $115K | Hold |
1,847
| – | – | 0.04% | 237 |
|
|
2018
Q2 | $94K | Hold |
1,847
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $121K | Buy |
+1,847
| New | +$121K | 0.05% | 155 |
|
|
2017
Q2 | – | Sell |
-1,847
| Closed | -$99K | – | 438 |
|
|
2017
Q1 | $99K | Hold |
1,847
| – | – | 0.04% | 239 |
|
|
2016
Q4 | $92K | Hold |
1,847
| – | – | 0.04% | 213 |
|
|
2016
Q3 | $71K | Hold |
1,847
| – | – | 0.03% | 239 |
|
|
2016
Q2 | $72K | Buy |
+1,847
| New | +$72K | 0.04% | 223 |
|
|
2015
Q1 | – | Sell |
-1,059
| Closed | -$45K | – | 770 |
|
|
2014
Q4 | $45K | Buy |
1,059
+100
| +10% | +$4.25K | 0.03% | 215 |
|
|
2014
Q3 | $32K | Hold |
959
| – | – | 0.03% | 245 |
|
|
2014
Q2 | $25.8K | Hold |
959
| – | – | 0.02% | 288 |
|
|
2014
Q1 | $22.6K | Buy |
+959
| New | +$22.6K | 0.02% | 307 |
|