Caldwell Trust’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.79K | Hold |
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|
2025
Q2 | $4.87K | Hold |
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|
2025
Q1 | $5.04K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.93K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19.5K | Sell |
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|
2023
Q4 | $43.2K | Hold |
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|
2023
Q3 | $40.5K | Hold |
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|
2023
Q2 | $54.1K | Buy |
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|
2023
Q1 | $42.5K | Hold |
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|
2022
Q4 | $43.9K | Hold |
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|
2022
Q3 | $40.2K | Hold |
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|
2022
Q2 | $47.1K | Hold |
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|
2022
Q1 | $59.8K | Hold |
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|
2021
Q4 | $55.9K | Hold |
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|
2021
Q3 | $67.1K | Hold |
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|
2021
Q2 | $69.3K | Hold |
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|
2021
Q1 | $79.7K | Hold |
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|
2020
Q4 | $60.8K | Hold |
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|
2020
Q3 | $48.9K | Sell |
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|
2020
Q2 | $93K | Sell |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $295K | Buy |
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