B. Riley Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,082
| Closed | -$467K | – | 674 |
|
|
2021
Q3 | $467K | Buy |
+9,082
| New | +$467K | 0.04% | 350 |
|
|
2020
Q3 | – | Sell |
-8,593
| Closed | -$294K | – | 485 |
|
|
2020
Q2 | $294K | Buy |
+8,593
| New | +$294K | 0.03% | 304 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$33K | – | 504 |
|
|
2015
Q2 | $33K | Buy |
1,000
+300
| +43% | +$9.9K | 0.03% | 506 |
|
|
2015
Q1 | $31K | Buy |
+700
| New | +$31K | 0.02% | 514 |
|
|
2014
Q3 | – | Sell |
-8,700
| Closed | -$233K | – | 1122 |
|
|
2014
Q2 | $233K | Buy |
8,700
+8,400
| +2,800% | +$225K | 0.15% | 185 |
|
|
2014
Q1 | $7K | Buy |
+300
| New | +$7K | 0.01% | 836 |
|