Baldwin Wealth Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$593 | – | 686 |
|
|
2024
Q3 | $593 | Buy |
+20
| New | +$554 | ﹤0.01% | 1023 |
|
|
2024
Q2 | – | Sell |
-190
| Closed | -$5.55K | – | 812 |
|
|
2024
Q1 | $5.55K | Sell |
190
-423
| -69% | -$13.1K | ﹤0.01% | 588 |
|
|
2023
Q4 | $17.7K | Buy |
613
+423
| +223% | +$11K | ﹤0.01% | 517 |
|
|
2023
Q3 | $5.14K | Hold |
190
| – | – | ﹤0.01% | 626 |
|
|
2023
Q2 | $6.88K | Hold |
190
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $6.18K | Hold |
190
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $6.4K | Hold |
190
| – | – | ﹤0.01% | 642 |
|
|
2022
Q3 | $6K | Hold |
190
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $9K | Hold |
190
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $10K | Hold |
190
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $10K | Hold |
190
| – | – | ﹤0.01% | 535 |
|
|
2021
Q1 | $12K | Hold |
190
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $9K | Hold |
190
| – | – | ﹤0.01% | 463 |
|
|
2020
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $6K | Hold |
190
| – | – | ﹤0.01% | 466 |
|
|
2020
Q1 | $7K | Hold |
190
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $10K | Hold |
190
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $10K | Hold |
190
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $10K | Sell |
190
-10
| -5% | -$518 | ﹤0.01% | 451 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2018
Q3 | $12K | Sell |
200
-150
| -43% | -$8.77K | ﹤0.01% | 451 |
|
|
2018
Q2 | $18K | Hold |
350
| – | – | ﹤0.01% | 410 |
|
|
2018
Q1 | $20K | Sell |
350
-150
| -30% | -$9.01K | ﹤0.01% | 381 |
|
|
2017
Q4 | $33K | Hold |
500
| – | – | 0.01% | 333 |
|
|
2017
Q3 | $28K | Hold |
500
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $31K | Hold |
500
| – | – | 0.01% | 336 |
|
|
2017
Q1 | $27K | Hold |
500
| – | – | ﹤0.01% | 347 |
|
|
2016
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
|
2016
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $22K | Buy |
+500
| New | +$20.4K | ﹤0.01% | 358 |
|
|
2015
Q2 | – | Sell |
-27,293
| Closed | -$1.21M | – | 257 |
|
|
2015
Q1 | $1.21M | Buy |
+27,293
| New | +$1.19M | 0.18% | 114 |
|
Other funds holding LUV
EIM
Baldwin Wealth Partners's LUV Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 20 shares — an estimated $593 sold.
Baldwin Wealth Partners first reported a position in LUV in Q1 2015 and held it in 35 quarters. The position peaked at $1.21M in Q1 2015. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 20 Southwest Airlines shares in Q4 2024, an estimated $593.
- Baldwin Wealth Partners first reported a position in Southwest Airlines in Q1 2015 and held it in 35 quarters.
- Baldwin Wealth Partners's Southwest Airlines position peaked at $1.21M in Q1 2015.
- 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.