CarsonAllaria Wealth Management’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 | $20.4K | Hold |
628
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $21.1K | Buy |
628
+1
| +0.2% | +$34 | 0.01% | 189 |
|
|
2024
Q4 | $21.1K | Hold |
627
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $18.6K | Buy |
627
+4
| +0.6% | +$119 | 0.01% | 207 |
|
|
2024
Q2 | $17.8K | Hold |
623
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $18.2K | Buy |
623
+8
| +1% | +$234 | 0.01% | 199 |
|
|
2023
Q4 | $17.8K | Hold |
615
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $16.7K | Buy |
615
+1
| +0.2% | +$27 | 0.01% | 178 |
|
|
2023
Q2 | $22.3K | Hold |
614
| – | – | 0.02% | 160 |
|
|
2023
Q1 | $20K | Hold |
614
| – | – | 0.02% | 166 |
|
|
2022
Q4 | $21K | Hold |
614
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $19K | Hold |
614
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $22K | Hold |
614
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $28K | Hold |
614
| – | – | 0.03% | 142 |
|
|
2021
Q4 | $26K | Buy |
+614
| New | +$26K | 0.02% | 161 |
|