Baker Tilly Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $205K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $575K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $623K | Buy |
|