Avion Wealth’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 | $95K | Buy |
2,551
+1,242
| +95% | +$56.1K | 0.02% | 154 |
|
|
2025
Q4 | $54K | Hold |
1,309
| – | – | 0.01% | 196 |
|
|
2025
Q3 | $41K | Hold |
1,309
| – | – | 0.01% | 238 |
|
|
2025
Q2 | $42K | Sell |
1,309
-18
| -1% | -$542 | 0.01% | 220 |
|
|
2025
Q1 | $44K | Hold |
1,327
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $44K | Hold |
1,327
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $39K | Hold |
1,327
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $37K | Buy |
1,327
+20
| +2% | +$558 | 0.01% | 182 |
|
|
2024
Q1 | $39K | Hold |
1,307
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $38K | Sell |
1,307
-793
| -38% | -$20.6K | 0.01% | 172 |
|
|
2023
Q3 | $56K | Buy |
2,100
+93
| +5% | +$3.03K | 0.02% | 148 |
|
|
2023
Q2 | $72K | Buy |
2,007
+1,500
| +296% | +$47K | 0.02% | 134 |
|
|
2023
Q1 | $17K | Hold |
507
| – | – | ﹤0.01% | 229 |
|
|
2022
Q4 | $15K | Hold |
507
| – | – | ﹤0.01% | 233 |
|
|
2022
Q3 | $16K | Sell |
507
-800
| -61% | -$30K | 0.01% | 230 |
|
|
2022
Q2 | $47K | Buy |
1,307
+800
| +158% | +$34.4K | 0.01% | 148 |
|
|
2022
Q1 | $23K | Hold |
507
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $22K | Hold |
507
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $26K | Hold |
507
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $27K | Buy |
507
+278
| +121% | +$16.7K | 0.01% | 158 |
|
|
2021
Q1 | $14K | Hold |
229
| – | – | ﹤0.01% | 194 |
|
|
2020
Q4 | $11K | Hold |
229
| – | – | ﹤0.01% | 212 |
|
|
2020
Q3 | $9K | Hold |
229
| – | – | ﹤0.01% | 191 |
|
|
2020
Q2 | $8K | Hold |
229
| – | – | ﹤0.01% | 178 |
|
|
2020
Q1 | $8K | Buy |
+229
| New | +$11.4K | ﹤0.01% | 172 |
|
Other funds holding LUV
VCM
EIM
VPM
