Atria Wealth Solutions’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 | – | Sell |
-6,597
| Closed | -$223K | – | 1725 |
|
|
2025
Q1 | $223K | Sell |
6,597
-3,743
| -36% | -$127K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $348K | Sell |
10,340
-11,683
| -53% | -$393K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $653K | Sell |
22,023
-495
| -2% | -$14.7K | 0.01% | 1104 |
|
|
2024
Q2 | $645K | Sell |
22,518
-2,642
| -11% | -$75.7K | 0.01% | 1101 |
|
|
2024
Q1 | $734K | Sell |
25,160
-8,767
| -26% | -$256K | 0.01% | 1047 |
|
|
2023
Q4 | $981K | Sell |
33,927
-15,607
| -32% | -$451K | 0.01% | 865 |
|
|
2023
Q3 | $1.34M | Sell |
49,534
-5,705
| -10% | -$154K | 0.02% | 697 |
|
|
2023
Q2 | $2M | Buy |
55,239
+2,632
| +5% | +$95.5K | 0.03% | 560 |
|
|
2023
Q1 | $1.71M | Buy |
52,607
+6,623
| +14% | +$216K | 0.03% | 591 |
|
|
2022
Q4 | $1.55M | Sell |
45,984
-9,728
| -17% | -$328K | 0.02% | 604 |
|
|
2022
Q3 | $1.72M | Buy |
55,712
+35,712
| +179% | +$1.1M | 0.03% | 534 |
|
|
2022
Q2 | $722K | Sell |
20,000
-11,966
| -37% | -$432K | 0.01% | 808 |
|
|
2022
Q1 | $1.46M | Buy |
+31,966
| New | +$1.46M | 0.02% | 581 |
|