Avantax Advisory Services’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 | $943K | Buy |
29,059
+908
| +3% | +$29.5K | 0.01% | 1206 |
|
|
2025
Q1 | $945K | Buy |
28,151
+4,353
| +18% | +$146K | 0.01% | 1123 |
|
|
2024
Q4 | $800K | Sell |
23,798
-17
| -0.1% | -$572 | 0.01% | 1154 |
|
|
2024
Q3 | $706K | Sell |
23,815
-3,550
| -13% | -$105K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $783K | Sell |
27,365
-1,747
| -6% | -$50K | 0.01% | 1113 |
|
|
2024
Q1 | $850K | Sell |
29,112
-3,230
| -10% | -$94.3K | 0.01% | 816 |
|
|
2023
Q4 | $934K | Sell |
32,342
-776
| -2% | -$22.4K | 0.01% | 737 |
|
|
2023
Q3 | $897K | Sell |
33,118
-5,650
| -15% | -$153K | 0.01% | 731 |
|
|
2023
Q2 | $1.4M | Sell |
38,768
-501
| -1% | -$18.1K | 0.02% | 571 |
|
|
2023
Q1 | $1.28M | Buy |
39,269
+8,700
| +28% | +$283K | 0.02% | 581 |
|
|
2022
Q4 | $1.03M | Buy |
30,569
+2,171
| +8% | +$73.1K | 0.01% | 628 |
|
|
2022
Q3 | $876K | Sell |
28,398
-920
| -3% | -$28.4K | 0.01% | 600 |
|
|
2022
Q2 | $1.06M | Buy |
29,318
+6,162
| +27% | +$223K | 0.02% | 533 |
|
|
2022
Q1 | $1.06M | Buy |
23,156
+2,903
| +14% | +$133K | 0.01% | 529 |
|
|
2021
Q4 | $868K | Buy |
20,253
+1,237
| +7% | +$53K | 0.01% | 564 |
|
|
2021
Q3 | $979K | Sell |
19,016
-1,083
| -5% | -$55.8K | 0.02% | 499 |
|
|
2021
Q2 | $1.07M | Sell |
20,099
-2,662
| -12% | -$142K | 0.02% | 459 |
|
|
2021
Q1 | $1.39M | Sell |
22,761
-1,572
| -6% | -$95.9K | 0.03% | 368 |
|
|
2020
Q4 | $1.13M | Sell |
24,333
-27,709
| -53% | -$1.29M | 0.03% | 372 |
|
|
2020
Q3 | $1.97M | Buy |
52,042
+30,615
| +143% | +$1.16M | 0.03% | 369 |
|
|
2020
Q2 | $733K | Buy |
21,427
+12,779
| +148% | +$437K | 0.02% | 398 |
|
|
2020
Q1 | $310K | Buy |
8,648
+3,956
| +84% | +$142K | 0.01% | 563 |
|
|
2019
Q4 | $252K | Sell |
4,692
-3,653
| -44% | -$196K | 0.01% | 693 |
|
|
2019
Q3 | $451K | Buy |
8,345
+218
| +3% | +$11.8K | 0.02% | 343 |
|
|
2019
Q2 | $413K | Sell |
8,127
-32
| -0.4% | -$1.63K | 0.02% | 326 |
|
|
2019
Q1 | $424K | Sell |
8,159
-4,112
| -34% | -$214K | 0.02% | 295 |
|
|
2018
Q4 | $574K | Buy |
+12,271
| New | +$574K | 0.1% | 200 |
|