Berger Financial Group’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 | $205K | Buy |
6,308
+23
| +0.4% | +$746 | 0.01% | 401 |
|
|
2025
Q1 | $211K | Hold |
6,285
| – | – | 0.01% | 400 |
|
|
2024
Q4 | $211K | Buy |
+6,285
| New | +$211K | 0.01% | 392 |
|
|
2023
Q3 | – | Sell |
-7,341
| Closed | -$266K | – | 286 |
|
|
2023
Q2 | $266K | Buy |
7,341
+54
| +0.7% | +$1.96K | 0.03% | 232 |
|
|
2023
Q1 | $237K | Sell |
7,287
-2
| -0% | -$65 | 0.03% | 245 |
|
|
2022
Q4 | $245K | Buy |
7,289
+24
| +0.3% | +$808 | 0.03% | 224 |
|
|
2022
Q3 | $224K | Sell |
7,265
-797
| -10% | -$24.6K | 0.03% | 218 |
|
|
2022
Q2 | $291K | Sell |
8,062
-1,334
| -14% | -$48.2K | 0.04% | 187 |
|
|
2022
Q1 | $430K | Sell |
9,396
-152
| -2% | -$6.96K | 0.05% | 160 |
|
|
2021
Q4 | $409K | Buy |
9,548
+3,475
| +57% | +$149K | 0.05% | 172 |
|
|
2021
Q3 | $312K | Sell |
6,073
-8
| -0.1% | -$411 | 0.06% | 159 |
|
|
2021
Q2 | $323K | Sell |
6,081
-2,400
| -28% | -$127K | 0.06% | 154 |
|
|
2021
Q1 | $518K | Sell |
8,481
-806
| -9% | -$49.2K | 0.11% | 106 |
|
|
2020
Q4 | $433K | Buy |
+9,287
| New | +$433K | 0.08% | 138 |
|