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 |
|