Avidian Wealth Enterprises’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 | $220K | Buy |
6,767
+18
| +0.3% | +$584 | 0.01% | 503 |
|
|
2025
Q1 | $227K | Sell |
6,749
-145
| -2% | -$4.87K | 0.01% | 483 |
|
|
2024
Q4 | $232K | Hold |
6,894
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $204K | Sell |
6,894
-226
| -3% | -$6.7K | 0.01% | 476 |
|
|
2024
Q2 | $204K | Buy |
7,120
+49
| +0.7% | +$1.4K | 0.01% | 467 |
|
|
2024
Q1 | $206K | Buy |
+7,071
| New | +$206K | 0.01% | 413 |
|
|
2023
Q3 | – | Sell |
-8,957
| Closed | -$324K | – | 413 |
|
|
2023
Q2 | $324K | Sell |
8,957
-2,318
| -21% | -$83.9K | 0.02% | 329 |
|
|
2023
Q1 | $367K | Sell |
11,275
-478
| -4% | -$15.6K | 0.02% | 351 |
|
|
2022
Q4 | $396K | Sell |
11,753
-186
| -2% | -$6.26K | 0.03% | 307 |
|
|
2022
Q3 | $368K | Sell |
11,939
-1,986
| -14% | -$61.2K | 0.03% | 282 |
|
|
2022
Q2 | $503K | Sell |
13,925
-381
| -3% | -$13.8K | 0.04% | 266 |
|
|
2022
Q1 | $655K | Sell |
14,306
-39
| -0.3% | -$1.79K | 0.04% | 244 |
|
|
2021
Q4 | $615K | Sell |
14,345
-2,551
| -15% | -$109K | 0.04% | 257 |
|
|
2021
Q3 | $869K | Buy |
16,896
+7,951
| +89% | +$409K | 0.07% | 141 |
|
|
2021
Q2 | $475K | Sell |
8,945
-1,902
| -18% | -$101K | 0.04% | 231 |
|
|
2021
Q1 | $662K | Sell |
10,847
-1,800
| -14% | -$110K | 0.06% | 165 |
|
|
2020
Q4 | $589K | Buy |
12,647
+3,875
| +44% | +$180K | 0.06% | 156 |
|
|
2020
Q3 | $329K | Buy |
8,772
+2,150
| +32% | +$80.6K | 0.04% | 206 |
|
|
2020
Q2 | $226K | Sell |
6,622
-42
| -0.6% | -$1.43K | 0.03% | 231 |
|
|
2020
Q1 | $237K | Buy |
6,664
+1,729
| +35% | +$61.5K | 0.04% | 172 |
|
|
2019
Q4 | $266K | Buy |
+4,935
| New | +$266K | 0.04% | 188 |
|
|
2017
Q3 | – | Sell |
-4,090
| Closed | -$254K | – | 100 |
|
|
2017
Q2 | $254K | Buy |
+4,090
| New | +$254K | 0.11% | 70 |
|