Carson Wealth (CWM LLC)’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
27,141
+3,906
| +17% | +$127K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $780K | Buy |
23,235
+2,467
| +12% | +$82.8K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $698K | Buy |
20,768
+2,230
| +12% | +$74.9K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $549K | Sell |
18,538
-2,585
| -12% | -$76.6K | ﹤0.01% | 1280 |
|
|
2024
Q2 | $604K | Sell |
21,123
-319
| -1% | -$9.12K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $626K | Buy |
21,442
+2,071
| +11% | +$60.5K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $559K | Sell |
19,371
-237
| -1% | -$6.84K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $531K | Buy |
19,608
+3,019
| +18% | +$81.8K | ﹤0.01% | 956 |
|
|
2023
Q2 | $601K | Buy |
16,589
+736
| +5% | +$26.7K | ﹤0.01% | 878 |
|
|
2023
Q1 | $516K | Buy |
15,853
+586
| +4% | +$19.1K | ﹤0.01% | 883 |
|
|
2022
Q4 | $514K | Buy |
15,267
+230
| +2% | +$7.74K | ﹤0.01% | 802 |
|
|
2022
Q3 | $464K | Sell |
15,037
-351
| -2% | -$10.8K | ﹤0.01% | 766 |
|
|
2022
Q2 | $556K | Sell |
15,388
-1,387
| -8% | -$50.1K | ﹤0.01% | 707 |
|
|
2022
Q1 | $768K | Buy |
16,775
+4,780
| +40% | +$219K | 0.01% | 622 |
|
|
2021
Q4 | $514K | Buy |
+11,995
| New | +$514K | ﹤0.01% | 717 |
|
|
2021
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2021
Q1 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2020
Q4 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2020
Q3 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2020
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2020
Q1 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2019
Q4 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2019
Q3 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2019
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 628 |
|
|
2019
Q1 | $660K | Buy |
12,432
+10,580
| +571% | +$562K | 0.01% | 628 |
|
|
2018
Q4 | $86K | Sell |
1,852
-474
| -20% | -$22K | ﹤0.01% | 760 |
|
|
2018
Q3 | $145K | Buy |
2,326
+185
| +9% | +$11.5K | ﹤0.01% | 563 |
|
|
2018
Q2 | $109K | Buy |
+2,141
| New | +$109K | ﹤0.01% | 505 |
|
|
2018
Q1 | – | Sell |
-68
| Closed | -$4K | – | 1484 |
|
|
2017
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 1140 |
|
|
2017
Q1 | – | Sell |
-381
| Closed | -$19K | – | 1249 |
|
|
2016
Q4 | $19K | Buy |
381
+281
| +281% | +$14K | ﹤0.01% | 592 |
|
|
2016
Q3 | $4K | Sell |
100
-471
| -82% | -$18.8K | ﹤0.01% | 846 |
|
|
2016
Q2 | $22K | Hold |
571
| – | – | ﹤0.01% | 457 |
|
|
2016
Q1 | $26K | Hold |
571
| – | – | ﹤0.01% | 416 |
|
|
2015
Q4 | $25K | Hold |
571
| – | – | ﹤0.01% | 373 |
|
|
2015
Q3 | $22K | Buy |
+571
| New | +$22K | ﹤0.01% | 357 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$2K | – | 315 |
|
|
2013
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2013
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 435 |
|