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
Q4 | $255K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $211K | Hold |
|
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|
2024
Q4 | $211K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $266K | Buy |
|
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $224K | Sell |
|
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $433K | Buy |
|