Avidian Wealth Enterprises’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$254K	Sell	6,759 -193	-3%	-$8.71K	0.01%	580
2025 Q4	$287K	Sell	6,952 -97	-1%	-$3.39K	0.01%	482
2025 Q3	$225K	Buy	7,049 +282	+4%	+$9.22K	0.01%	535
2025 Q2	$220K	Buy	6,767 +18	+0.3%	+$542	0.01%	504
2025 Q1	$227K	Sell	6,749 -145	-2%	-$4.59K	0.01%	483
2024 Q4	$232K	Hold	6,894	–	–	0.01%	456
2024 Q3	$204K	Sell	6,894 -226	-3%	-$6.26K	0.01%	477
2024 Q2	$204K	Buy	7,120 +49	+0.7%	+$1.37K	0.01%	477
2024 Q1	$206K	Buy	+7,071	New	+$219K	0.01%	417
2023 Q3	–	Sell	-8,957	Closed	-$324K	–	413
2023 Q2	$324K	Sell	8,957 -2,318	-21%	-$72.7K	0.02%	330
2023 Q1	$367K	Sell	11,275 -478	-4%	-$16.3K	0.02%	352
2022 Q4	$396K	Sell	11,753 -186	-2%	-$6.71K	0.03%	308
2022 Q3	$368K	Sell	11,939 -1,986	-14%	-$74.4K	0.03%	282
2022 Q2	$503K	Sell	13,925 -381	-3%	-$16.4K	0.04%	267
2022 Q1	$655K	Sell	14,306 -39	-0.3%	-$1.71K	0.04%	252
2021 Q4	$615K	Sell	14,345 -2,551	-15%	-$120K	0.04%	265
2021 Q3	$869K	Buy	16,896 +7,951	+89%	+$402K	0.07%	142
2021 Q2	$475K	Sell	8,945 -1,902	-18%	-$114K	0.04%	232
2021 Q1	$662K	Sell	10,847 -1,800	-14%	-$95.8K	0.06%	166
2020 Q4	$589K	Buy	12,647 +3,875	+44%	+$168K	0.06%	157
2020 Q3	$329K	Buy	8,772 +2,150	+32%	+$76.4K	0.04%	206
2020 Q2	$226K	Sell	6,622 -42	-0.6%	-$1.33K	0.03%	232
2020 Q1	$237K	Buy	6,664 +1,729	+35%	+$85.7K	0.04%	173
2019 Q4	$266K	Buy	+4,935	New	+$274K	0.04%	188
2017 Q3	–	Sell	-4,090	Closed	-$254K	–	100
2017 Q2	$254K	Buy	+4,090	New	+$238K	0.11%	70