Certified Advisory Corp’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,045
| Closed | -$216K | – | 259 |
|
|
2021
Q4 | $216K | Buy |
5,045
+130
| +3% | +$5.57K | 0.05% | 209 |
|
|
2021
Q3 | $253K | Sell |
4,915
-500
| -9% | -$25.7K | 0.06% | 187 |
|
|
2021
Q2 | $287K | Buy |
5,415
+670
| +14% | +$35.5K | 0.07% | 182 |
|
|
2021
Q1 | $290K | Buy |
+4,745
| New | +$290K | 0.08% | 171 |
|
|
2020
Q2 | $132K | Buy |
3,861
+500
| +15% | +$17.1K | 0.04% | 206 |
|
|
2020
Q1 | $120K | Sell |
3,361
-21,905
| -87% | -$782K | 0.05% | 192 |
|
|
2019
Q4 | $1.36M | Sell |
25,266
-500
| -2% | -$27K | 0.44% | 56 |
|
|
2019
Q3 | $1.39M | Sell |
25,766
-2,006
| -7% | -$108K | 0.48% | 49 |
|
|
2019
Q2 | $1.41M | Sell |
27,772
-2,837
| -9% | -$144K | 0.52% | 46 |
|
|
2019
Q1 | $1.59M | Sell |
30,609
-408
| -1% | -$21.2K | 0.67% | 34 |
|
|
2018
Q4 | $1.44M | Sell |
31,017
-2,580
| -8% | -$120K | 0.75% | 29 |
|
|
2018
Q3 | $2.1M | Sell |
33,597
-1,614
| -5% | -$101K | 0.97% | 21 |
|
|
2018
Q2 | $1.79M | Sell |
35,211
-2,198
| -6% | -$112K | 1% | 22 |
|
|
2018
Q1 | $2.14M | Sell |
37,409
-1,240
| -3% | -$71K | 1.27% | 15 |
|
|
2017
Q4 | $2.53M | Buy |
+38,649
| New | +$2.53M | 1.82% | 12 |
|