Arete Wealth 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
Q1 | – | Sell |
-33,867
| Closed | -$1.14M | – | 766 |
|
|
2024
Q4 | $1.14M | Buy |
33,867
+6,006
| +22% | +$202K | 0.08% | 235 |
|
|
2024
Q3 | $826K | Buy |
+27,861
| New | +$826K | 0.07% | 258 |
|
|
2021
Q2 | – | Sell |
-3,757
| Closed | -$229K | – | 416 |
|
|
2021
Q1 | $229K | Buy |
+3,757
| New | +$229K | 0.03% | 365 |
|
|
2020
Q4 | – | Sell |
-5,816
| Closed | -$225K | – | 429 |
|
|
2020
Q3 | $225K | Buy |
+5,816
| New | +$225K | 0.03% | 338 |
|
|
2018
Q4 | – | Sell |
-8,294
| Closed | -$518K | – | 392 |
|
|
2018
Q3 | $518K | Buy |
8,294
+170
| +2% | +$10.6K | 0.11% | 183 |
|
|
2018
Q2 | $413K | Sell |
8,124
-107
| -1% | -$5.44K | 0.1% | 219 |
|
|
2018
Q1 | $471K | Sell |
8,231
-178
| -2% | -$10.2K | 0.16% | 173 |
|
|
2017
Q4 | $550K | Sell |
8,409
-25
| -0.3% | -$1.64K | 0.18% | 158 |
|
|
2017
Q3 | $472K | Buy |
+8,434
| New | +$472K | 0.19% | 154 |
|