Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.3K | Buy |
902
+43
| +5% | +$1.45K | 0.01% | 247 |
|
|
2024
Q3 | $25.5K | Hold |
859
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $24.6K | Hold |
859
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $25.1K | Hold |
859
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $24.8K | Buy |
859
+75
| +10% | +$2.17K | 0.01% | 260 |
|
|
2023
Q3 | $21.2K | Hold |
784
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $28.4K | Hold |
784
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $25.5K | Buy |
784
+4
| +0.5% | +$130 | 0.01% | 253 |
|
|
2022
Q4 | $26.3K | Buy |
+780
| New | +$26.3K | 0.02% | 246 |
|
|
2022
Q1 | – | Sell |
-780
| Closed | -$33K | – | 383 |
|
|
2021
Q4 | $33K | Buy |
+780
| New | +$33K | 0.02% | 236 |
|