BigSur 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
Q3 | – | Sell |
-7,000
| Closed | -$255K | – | 121 |
|
|
2023
Q2 | $255K | Sell |
7,000
-5,000
| -42% | -$182K | 0.12% | 100 |
|
|
2023
Q1 | $390K | Sell |
12,000
-1,000
| -8% | -$32.5K | 0.18% | 92 |
|
|
2022
Q4 | $438K | Hold |
13,000
| – | – | 0.21% | 88 |
|
|
2022
Q3 | $401K | Hold |
13,000
| – | – | 0.2% | 86 |
|
|
2022
Q2 | $470K | Hold |
13,000
| – | – | 0.22% | 85 |
|
|
2022
Q1 | $595K | Hold |
13,000
| – | – | 0.23% | 85 |
|
|
2021
Q4 | $557K | Hold |
13,000
| – | – | 0.22% | 85 |
|
|
2021
Q3 | $669K | Buy |
+13,000
| New | +$669K | 0.3% | 76 |
|