Capital Advisors Inc’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 | $340K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $685K | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $266K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $282K | Sell |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $307K | Sell |
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|
2016
Q3 | $300K | Buy |
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