Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,086
| Closed | -$238K | – | 241 |
|
|
2025
Q1 | $238K | Buy |
7,086
+993
| +16% | +$33.3K | 0.09% | 212 |
|
|
2024
Q4 | $205K | Buy |
+6,093
| New | +$205K | 0.08% | 230 |
|
|
2024
Q3 | – | Sell |
-7,473
| Closed | -$214K | – | 266 |
|
|
2024
Q2 | $214K | Sell |
7,473
-12,233
| -62% | -$350K | 0.09% | 259 |
|
|
2024
Q1 | $575K | Sell |
19,706
-341
| -2% | -$9.95K | 0.1% | 220 |
|
|
2023
Q4 | $579K | Sell |
20,047
-756
| -4% | -$21.8K | 0.1% | 246 |
|
|
2023
Q3 | $563K | Buy |
20,803
+375
| +2% | +$10.2K | 0.09% | 231 |
|
|
2023
Q2 | $740K | Buy |
20,428
+1,220
| +6% | +$44.2K | 0.08% | 256 |
|
|
2023
Q1 | $625K | Buy |
19,208
+5,576
| +41% | +$181K | 0.07% | 286 |
|
|
2022
Q4 | $459K | Buy |
13,632
+29
| +0.2% | +$976 | 0.06% | 343 |
|
|
2022
Q3 | $420K | Sell |
13,603
-626
| -4% | -$19.3K | 0.06% | 332 |
|
|
2022
Q2 | $514K | Buy |
14,229
+618
| +5% | +$22.3K | 0.07% | 294 |
|
|
2022
Q1 | $623K | Buy |
+13,611
| New | +$623K | 0.07% | 283 |
|