AWAG
ARS Wealth Advisors Group’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,486
| Closed | -$216K | – | 169 |
|
|
2023
Q4 | $216K | Sell |
7,486
-15,884
| -68% | -$459K | 0.03% | 148 |
|
|
2023
Q3 | $633K | Sell |
23,370
-3,766
| -14% | -$102K | 0.1% | 80 |
|
|
2023
Q2 | $983K | Buy |
27,136
+857
| +3% | +$31K | 0.16% | 68 |
|
|
2023
Q1 | $855K | Buy |
26,279
+4,325
| +20% | +$141K | 0.16% | 62 |
|
|
2022
Q4 | $739K | Sell |
21,954
-2,591
| -11% | -$87.2K | 0.12% | 71 |
|
|
2022
Q3 | $757K | Buy |
24,545
+2,098
| +9% | +$64.7K | 0.12% | 81 |
|
|
2022
Q2 | $811K | Sell |
22,447
-841
| -4% | -$30.4K | 0.11% | 87 |
|
|
2022
Q1 | $1.07M | Sell |
23,288
-2,838
| -11% | -$130K | 0.19% | 55 |
|
|
2021
Q4 | $1.12M | Buy |
26,126
+3,073
| +13% | +$132K | 0.19% | 55 |
|
|
2021
Q3 | $1.19M | Buy |
+23,053
| New | +$1.19M | 0.22% | 47 |
|