Brown Financial Advisors’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
$1.04M Buy
32,036
+2,295
+8% +$74.5K 0.41% 84
2025
Q1
$999K Buy
29,741
+2,011
+7% +$67.5K 0.41% 82
2024
Q4
$932K Sell
27,730
-2,189
-7% -$73.6K 0.37% 81
2024
Q3
$886K Buy
29,919
+3,205
+12% +$95K 0.37% 84
2024
Q2
$764K Buy
+26,714
New +$764K 0.34% 87