Center for Financial Planning’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 | $150K | Hold |
4,633
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $156K | Hold |
4,633
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $156K | Hold |
4,633
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $137K | Buy |
4,633
+3,298
| +247% | +$97.7K | 0.02% | 164 |
|
|
2024
Q2 | $38.2K | Hold |
1,335
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $39K | Hold |
1,335
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $38.6K | Hold |
1,335
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $36.1K | Hold |
1,335
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $48.3K | Buy |
1,335
+200
| +18% | +$7.24K | 0.01% | 234 |
|
|
2023
Q1 | $36.9K | Hold |
1,135
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $38.2K | Hold |
1,135
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $35K | Hold |
1,135
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $41K | Hold |
1,135
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $52K | Hold |
1,135
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $49K | Hold |
1,135
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $58K | Hold |
1,135
| – | – | 0.01% | 206 |
|
|
2021
Q2 | $60K | Hold |
1,135
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $69K | Buy |
+1,135
| New | +$69K | 0.02% | 187 |
|