Bradley & Co Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
4,500
| – | – | 0.09% | 49 |
|
|
2025
Q1 | $151K | Hold |
4,500
| – | – | 0.1% | 47 |
|
|
2024
Q4 | $151K | Buy |
+4,500
| New | +$151K | 0.09% | 46 |
|
|
2024
Q2 | $129K | Hold |
4,500
| – | – | 0.1% | 45 |
|
|
2024
Q1 | $131K | Sell |
4,500
-3,062
| -40% | -$89.4K | 0.11% | 42 |
|
|
2023
Q4 | $218K | Hold |
7,562
| – | – | 0.2% | 31 |
|
|
2023
Q3 | $205K | Sell |
7,562
-1,500
| -17% | -$40.6K | 0.21% | 30 |
|
|
2023
Q2 | $328K | Hold |
9,062
| – | – | 0.32% | 27 |
|
|
2023
Q1 | $295K | Sell |
9,062
-3,442
| -28% | -$112K | 0.32% | 27 |
|
|
2022
Q4 | $421K | Sell |
12,504
-265
| -2% | -$8.92K | 0.51% | 23 |
|
|
2022
Q3 | $394K | Hold |
12,769
| – | – | 0.47% | 26 |
|
|
2022
Q2 | $461K | Sell |
12,769
-673
| -5% | -$24.3K | 0.51% | 29 |
|
|
2022
Q1 | $616K | Buy |
13,442
+272
| +2% | +$12.5K | 0.53% | 31 |
|
|
2021
Q4 | $564K | Sell |
13,170
-849
| -6% | -$36.4K | 0.45% | 30 |
|
|
2021
Q3 | $721K | Buy |
14,019
+1,562
| +13% | +$80.3K | 0.62% | 28 |
|
|
2021
Q2 | $661K | Sell |
12,457
-1,000
| -7% | -$53.1K | 0.58% | 28 |
|
|
2021
Q1 | $822K | Buy |
+13,457
| New | +$822K | 0.76% | 27 |
|