Bartlett & Co 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 | $70.1K | Sell |
2,156
-503
| -19% | -$16.4K | ﹤0.01% | 608 |
|
|
2025
Q1 | $89.9K | Buy |
2,659
+503
| +23% | +$17K | ﹤0.01% | 555 |
|
|
2024
Q4 | $72.9K | Hold |
2,156
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $63.9K | Hold |
2,156
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $62.3K | Sell |
2,156
-1,000
| -32% | -$28.9K | ﹤0.01% | 621 |
|
|
2024
Q1 | $92.1K | Buy |
3,156
+1,001
| +46% | +$29.2K | ﹤0.01% | 572 |
|
|
2023
Q4 | $63.7K | Sell |
2,155
-3,980
| -65% | -$118K | ﹤0.01% | 654 |
|
|
2023
Q3 | $166K | Sell |
6,135
-2,137
| -26% | -$57.8K | ﹤0.01% | 472 |
|
|
2023
Q2 | $301K | Buy |
8,272
+3,880
| +88% | +$141K | 0.01% | 403 |
|
|
2023
Q1 | $143K | Hold |
4,392
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $148K | Sell |
4,392
-403
| -8% | -$13.6K | ﹤0.01% | 419 |
|
|
2022
Q3 | $148K | Hold |
4,795
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $173K | Buy |
4,795
+120
| +3% | +$4.33K | ﹤0.01% | 392 |
|
|
2022
Q1 | $214K | Hold |
4,675
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $200K | Buy |
4,675
+3,650
| +356% | +$156K | ﹤0.01% | 395 |
|
|
2021
Q3 | $52.7K | Hold |
1,025
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $54.4K | Hold |
1,025
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $62.6K | Hold |
1,025
| – | – | ﹤0.01% | 496 |
|
|
2020
Q4 | $47.8K | Hold |
1,025
| – | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $38.4K | Hold |
1,025
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $35K | Hold |
1,025
| – | – | ﹤0.01% | 547 |
|
|
2020
Q1 | $36.5K | Hold |
1,025
| – | – | ﹤0.01% | 518 |
|
|
2019
Q4 | $55.5K | Sell |
1,025
-150
| -13% | -$8.12K | ﹤0.01% | 511 |
|
|
2019
Q3 | $63.5K | Buy |
1,175
+1,025
| +683% | +$55.4K | ﹤0.01% | 481 |
|
|
2019
Q2 | $7.62K | Hold |
150
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $7.79K | Hold |
150
| – | – | ﹤0.01% | 595 |
|
|
2018
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 605 |
|
|
2018
Q3 | $9.37K | Hold |
150
| – | – | ﹤0.01% | 606 |
|
|
2018
Q2 | $7.63K | Hold |
150
| – | – | ﹤0.01% | 609 |
|
|
2018
Q1 | $8.59K | Buy |
+150
| New | +$8.59K | ﹤0.01% | 625 |
|