Barber Financial Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,628
| Closed | -$459K | – | 156 |
|
|
2022
Q4 | $459K | Buy |
13,628
+4
| +0% | +$135 | 0.13% | 76 |
|
|
2022
Q3 | $420K | Buy |
13,624
+4,942
| +57% | +$152K | 0.12% | 78 |
|
|
2022
Q2 | $314K | Buy |
8,682
+3,258
| +60% | +$118K | 0.05% | 104 |
|
|
2022
Q1 | $248K | Buy |
+5,424
| New | +$248K | 0.03% | 131 |
|
|
2021
Q4 | – | Sell |
-4,118
| Closed | -$212K | – | 173 |
|
|
2021
Q3 | $212K | Sell |
4,118
-255
| -6% | -$13.1K | 0.03% | 153 |
|
|
2021
Q2 | $232K | Buy |
4,373
+500
| +13% | +$26.5K | 0.03% | 141 |
|
|
2021
Q1 | $236K | Buy |
+3,873
| New | +$236K | 0.03% | 130 |
|
|
2019
Q3 | – | Sell |
-4,512
| Closed | -$229K | – | 148 |
|
|
2019
Q2 | $229K | Hold |
4,512
| – | – | 0.05% | 125 |
|
|
2019
Q1 | $234K | Buy |
4,512
+12
| +0.3% | +$622 | 0.05% | 115 |
|
|
2018
Q4 | $209K | Buy |
+4,500
| New | +$209K | 0.05% | 121 |
|