Beacon Investment Advisors’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 | $500K | Sell |
15,539
-73
| -0.5% | -$2.35K | 0.22% | 100 |
|
|
2025
Q1 | $524K | Sell |
15,612
-138
| -0.9% | -$4.63K | 0.25% | 97 |
|
|
2024
Q4 | $530K | Sell |
15,750
-376
| -2% | -$12.6K | 0.25% | 95 |
|
|
2024
Q3 | $478K | Buy |
16,126
+94
| +0.6% | +$2.79K | 0.23% | 106 |
|
|
2024
Q2 | $459K | Sell |
16,032
-481
| -3% | -$13.8K | 0.23% | 102 |
|
|
2024
Q1 | $482K | Buy |
16,513
+59
| +0.4% | +$1.72K | 0.27% | 84 |
|
|
2023
Q4 | $475K | Sell |
16,454
-50
| -0.3% | -$1.44K | 0.3% | 79 |
|
|
2023
Q3 | $447K | Sell |
16,504
-323
| -2% | -$8.74K | 0.32% | 80 |
|
|
2023
Q2 | $609K | Sell |
16,827
-307
| -2% | -$11.1K | 0.42% | 67 |
|
|
2023
Q1 | $558K | Buy |
17,134
+122
| +0.7% | +$3.97K | 0.41% | 71 |
|
|
2022
Q4 | $573K | Buy |
+17,012
| New | +$573K | 0.48% | 64 |
|