Bedel Financial Consulting’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$76K | – | 583 |
|
|
2022
Q1 | $76K | Hold |
1,659
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $71K | Hold |
1,659
| – | – | 0.02% | 332 |
|
|
2021
Q3 | $85K | Buy |
1,659
+19
| +1% | +$973 | 0.03% | 301 |
|
|
2021
Q2 | $87K | Buy |
1,640
+300
| +22% | +$15.9K | 0.03% | 298 |
|
|
2021
Q1 | $82K | Buy |
1,340
+101
| +8% | +$6.18K | 0.03% | 295 |
|
|
2020
Q4 | $58K | Sell |
1,239
-5
| -0.4% | -$234 | 0.03% | 298 |
|
|
2020
Q3 | $47K | Hold |
1,244
| – | – | 0.02% | 309 |
|
|
2020
Q2 | $43K | Buy |
1,244
+5
| +0.4% | +$173 | 0.02% | 296 |
|
|
2020
Q1 | $44K | Hold |
1,239
| – | – | 0.03% | 277 |
|
|
2019
Q4 | $67K | Hold |
1,239
| – | – | 0.04% | 256 |
|
|
2019
Q3 | $67K | Hold |
1,239
| – | – | 0.04% | 251 |
|
|
2019
Q2 | $63K | Hold |
1,239
| – | – | 0.04% | 253 |
|
|
2019
Q1 | $64K | Hold |
1,239
| – | – | 0.04% | 239 |
|
|
2018
Q4 | $58K | Hold |
1,239
| – | – | 0.04% | 233 |
|
|
2018
Q3 | $73K | Hold |
1,239
| – | – | 0.05% | 226 |
|
|
2018
Q2 | $63K | Hold |
1,239
| – | – | 0.05% | 242 |
|
|
2018
Q1 | $71K | Buy |
+1,239
| New | +$71K | 0.05% | 232 |
|