Center for Financial Planning’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20K	Sell	533 -4,000	-88%	-$181K	﹤0.01%	414
2025 Q4	$187K	Buy	4,533 +100	+2%	+$3.49K	0.02%	178
2025 Q3	$141K	Sell	4,433 -200	-4%	-$6.54K	0.02%	193
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%	+$91.3K	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%	+$6.27K	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	+$60.4K	0.02%	187