Bogart Wealth LLC’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 | $26.8K | Sell |
712
-8
| -1% | -$361 | ﹤0.01% | 645 |
|
|
2025
Q4 | $29.7K | Sell |
720
-84
| -10% | -$2.93K | ﹤0.01% | 586 |
|
|
2025
Q3 | $25.6K | Buy |
804
+3
| +0.4% | +$98 | ﹤0.01% | 604 |
|
|
2025
Q2 | $26K | Sell |
801
-58
| -7% | -$1.75K | ﹤0.01% | 577 |
|
|
2025
Q1 | $28.9K | Buy |
859
+267
| +45% | +$8.46K | ﹤0.01% | 508 |
|
|
2024
Q4 | $19.9K | Buy |
592
+214
| +57% | +$6.83K | ﹤0.01% | 588 |
|
|
2024
Q3 | $11.2K | Buy |
378
+4
| +1% | +$111 | ﹤0.01% | 672 |
|
|
2024
Q2 | $10.7K | Buy |
374
+19
| +5% | +$530 | ﹤0.01% | 651 |
|
|
2024
Q1 | $10.4K | Buy |
355
+3
| +0.9% | +$93 | ﹤0.01% | 640 |
|
|
2023
Q4 | $10.2K | Hold |
352
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $9.53K | Buy |
352
+3
| +0.9% | +$98 | ﹤0.01% | 604 |
|
|
2023
Q2 | $12.6K | Hold |
349
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $11.4K | Buy |
349
+214
| +159% | +$7.28K | ﹤0.01% | 563 |
|
|
2022
Q4 | $4.55K | Sell |
135
-650
| -83% | -$23.4K | ﹤0.01% | 687 |
|
|
2022
Q3 | $24K | Sell |
785
-85
| -10% | -$3.18K | ﹤0.01% | 402 |
|
|
2022
Q2 | $31K | Buy |
870
+735
| +544% | +$31.6K | ﹤0.01% | 358 |
|
|
2022
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $7K | Buy |
135
+84
| +165% | +$5.03K | ﹤0.01% | 477 |
|
|
2021
Q1 | $3K | Buy |
51
+20
| +65% | +$1.06K | ﹤0.01% | 524 |
|
|
2020
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 423 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1.49K | ﹤0.01% | 400 |
|
Other funds holding LUV
VCM
EIM
VPM
