BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.42K | Sell |
177
-9
| -5% | -$327 | ﹤0.01% | 587 |
|
|
2023
Q1 | $6.07K | Buy |
186
+9
| +5% | +$294 | ﹤0.01% | 666 |
|
|
2022
Q4 | $5.95K | Hold |
177
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 683 |
|
|
2022
Q2 | $6K | Hold |
177
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $8K | Hold |
177
| – | – | ﹤0.01% | 643 |
|
|
2021
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $9K | Hold |
177
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $9K | Hold |
177
| – | – | ﹤0.01% | 627 |
|
|
2021
Q1 | $11K | Hold |
177
| – | – | ﹤0.01% | 566 |
|
|
2020
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $7K | Hold |
177
| – | – | ﹤0.01% | 549 |
|
|
2020
Q2 | $6K | Buy |
177
+86
| +95% | +$2.92K | ﹤0.01% | 609 |
|
|
2020
Q1 | $3K | Sell |
91
-499
| -85% | -$16.5K | ﹤0.01% | 672 |
|
|
2019
Q4 | $32K | Buy |
590
+19
| +3% | +$1.03K | 0.01% | 392 |
|
|
2019
Q3 | $31K | Hold |
571
| – | – | 0.01% | 381 |
|
|
2019
Q2 | $29K | Hold |
571
| – | – | 0.01% | 379 |
|
|
2019
Q1 | $30K | Buy |
571
+55
| +11% | +$2.89K | 0.01% | 392 |
|
|
2018
Q4 | $24K | Buy |
516
+16
| +3% | +$744 | 0.01% | 375 |
|
|
2018
Q3 | $31K | Hold |
500
| – | – | 0.01% | 371 |
|
|
2018
Q2 | $25K | Buy |
+500
| New | +$25K | 0.01% | 406 |
|