Axxcess Wealth Management’s Southwest Airlines LUV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
14,074
+1,907
+16% +$61.9K 0.01% 611
2025
Q1
$409K Buy
+12,167
New +$409K 0.01% 596
2022
Q3
Sell
-7,300
Closed -$264K 585
2022
Q2
$264K Sell
7,300
-605
-8% -$21.9K 0.02% 429
2022
Q1
$362K Sell
7,905
-550
-7% -$25.2K 0.03% 426
2021
Q4
$362K Buy
+8,455
New +$362K 0.03% 427