Berger Financial Group’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$205K Buy
2025
Q1
$211K Hold
2024
Q4
$211K Buy
2023
Q3
Sell
2023
Q2
$266K Buy
2023
Q1
$237K Sell
2022
Q4
$245K Buy
2022
Q3
$224K Sell
2022
Q2
$291K Sell
2022
Q1
$430K Sell
2021
Q4
$409K Buy
2021
Q3
$312K Sell
2021
Q2
$323K Sell
2021
Q1
$518K Sell
2020
Q4
$433K Buy