BKS Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $771K | Sell |
14,860
-635
| -4% | -$32.9K | 0.31% | 82 |
|
|
2018
Q4 | $720K | Sell |
15,495
-9,900
| -39% | -$460K | 0.33% | 77 |
|
|
2018
Q3 | $1.59M | Sell |
25,395
-2,500
| -9% | -$156K | 0.58% | 48 |
|
|
2018
Q2 | $1.42M | Sell |
27,895
-2,530
| -8% | -$129K | 0.5% | 53 |
|
|
2018
Q1 | $1.74M | Sell |
30,425
-500
| -2% | -$28.6K | 0.64% | 47 |
|
|
2017
Q4 | $2.02M | Sell |
30,925
-100
| -0.3% | -$6.55K | 0.73% | 44 |
|
|
2017
Q3 | $1.74M | Buy |
31,025
+360
| +1% | +$20.2K | 0.67% | 45 |
|
|
2017
Q2 | $1.91M | Buy |
30,665
+3,855
| +14% | +$240K | 0.78% | 39 |
|
|
2017
Q1 | $1.44M | Buy |
+26,810
| New | +$1.44M | 0.63% | 53 |
|