Caldwell Trust’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87K | Hold |
150
|
|
||||
|
2025
Q1 | $5.04K | Buy |
+150
|
|
||||
|
2024
Q4 | – | Sell |
-200
|
|
||||
|
2024
Q3 | $5.93K | Buy |
+200
|
|
||||
|
2024
Q2 | – | Sell |
-667
|
|
||||
|
2024
Q1 | $19.5K | Sell |
667
-828
|
|
||||
|
2023
Q4 | $43.2K | Hold |
1,495
|
|
||||
|
2023
Q3 | $40.5K | Hold |
1,495
|
|
||||
|
2023
Q2 | $54.1K | Buy |
1,495
+190
|
|
||||
|
2023
Q1 | $42.5K | Hold |
1,305
|
|
||||
|
2022
Q4 | $43.9K | Hold |
1,305
|
|
||||
|
2022
Q3 | $40.2K | Hold |
1,305
|
|
||||
|
2022
Q2 | $47.1K | Hold |
1,305
|
|
||||
|
2022
Q1 | $59.8K | Hold |
1,305
|
|
||||
|
2021
Q4 | $55.9K | Hold |
1,305
|
|
||||
|
2021
Q3 | $67.1K | Hold |
1,305
|
|
||||
|
2021
Q2 | $69.3K | Hold |
1,305
|
|
||||
|
2021
Q1 | $79.7K | Hold |
1,305
|
|
||||
|
2020
Q4 | $60.8K | Hold |
1,305
|
|
||||
|
2020
Q3 | $48.9K | Sell |
1,305
-1,415
|
|
||||
|
2020
Q2 | $93K | Sell |
2,720
-877
|
|
||||
|
2020
Q1 | $128K | Sell |
3,597
-1,861
|
|
||||
|
2019
Q4 | $295K | Buy |
+5,458
|
|