CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,603
| Closed | -$761K | – | 86 |
|
|
2022
Q4 | $761K | Sell |
22,603
-326
| -1% | -$11K | 0.42% | 30 |
|
|
2022
Q3 | $707K | Buy |
22,929
+318
| +1% | +$9.81K | 0.43% | 30 |
|
|
2022
Q2 | $817K | Hold |
22,611
| – | – | 0.46% | 26 |
|
|
2022
Q1 | $1.04M | Hold |
22,611
| – | – | 0.51% | 30 |
|
|
2021
Q4 | $969K | Buy |
+22,611
| New | +$969K | 0.51% | 29 |
|