Blue Bell Private Wealth Management’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.14K	Buy	190 +50	+36%	+$2.26K	﹤0.01%	594
2025 Q4	$5.79K	Sell	140 -2	-1%	-$70	﹤0.01%	595
2025 Q3	$4.53K	Sell	142 -125	-47%	-$4.09K	﹤0.01%	601
2025 Q2	$8.66K	Hold	267	–	–	﹤0.01%	541
2025 Q1	$8.97K	Buy	267 +127	+91%	+$4.02K	﹤0.01%	525
2024 Q4	$4.71K	Hold	140	–	–	﹤0.01%	554
2024 Q3	$4.15K	Sell	140 -1	-0.7%	-$28	﹤0.01%	585
2024 Q2	$4.03K	Hold	141	–	–	﹤0.01%	587
2024 Q1	$4.12K	Buy	141 +1	+0.7%	+$31	﹤0.01%	591
2023 Q4	$4.04K	Hold	140	–	–	﹤0.01%	577
2023 Q3	$3.79K	Hold	140	–	–	﹤0.01%	526
2023 Q2	$5.07K	Hold	140	–	–	﹤0.01%	500
2023 Q1	$4.56K	Hold	140	–	–	﹤0.01%	473
2022 Q4	$4.71K	Hold	140	–	–	﹤0.01%	471
2022 Q3	$4K	Hold	140	–	–	﹤0.01%	511
2022 Q2	$5K	Hold	140	–	–	﹤0.01%	510
2022 Q1	$6K	Hold	140	–	–	﹤0.01%	523
2021 Q4	$6K	Buy	+140	New	+$6.57K	﹤0.01%	498