Clear Creek Financial Management’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 | $356K | Sell |
10,974
-504
| -4% | -$16.4K | 0.03% | 411 |
|
|
2025
Q1 | $385K | Sell |
11,478
-16
| -0.1% | -$537 | 0.04% | 349 |
|
|
2024
Q4 | $386K | Sell |
11,494
-988
| -8% | -$33.2K | 0.04% | 336 |
|
|
2024
Q3 | $370K | Sell |
12,482
-97
| -0.8% | -$2.87K | 0.04% | 314 |
|
|
2024
Q2 | $360K | Sell |
12,579
-97
| -0.8% | -$2.78K | 0.04% | 301 |
|
|
2024
Q1 | $370K | Buy |
12,676
+655
| +5% | +$19.1K | 0.05% | 290 |
|
|
2023
Q4 | $347K | Buy |
12,021
+1,093
| +10% | +$31.6K | 0.06% | 246 |
|
|
2023
Q3 | $296K | Sell |
10,928
-135
| -1% | -$3.65K | 0.05% | 241 |
|
|
2023
Q2 | $401K | Buy |
11,063
+586
| +6% | +$21.2K | 0.07% | 206 |
|
|
2023
Q1 | $341K | Buy |
10,477
+244
| +2% | +$7.94K | 0.06% | 209 |
|
|
2022
Q4 | $345K | Sell |
10,233
-20
| -0.2% | -$673 | 0.08% | 192 |
|
|
2022
Q3 | $316K | Buy |
10,253
+209
| +2% | +$6.44K | 0.07% | 188 |
|
|
2022
Q2 | $363K | Buy |
10,044
+652
| +7% | +$23.6K | 0.08% | 186 |
|
|
2022
Q1 | $430K | Buy |
9,392
+601
| +7% | +$27.5K | 0.07% | 205 |
|
|
2021
Q4 | $377K | Buy |
8,791
+3,187
| +57% | +$137K | 0.06% | 218 |
|
|
2021
Q3 | $288K | Sell |
5,604
-111
| -2% | -$5.7K | 0.05% | 247 |
|
|
2021
Q2 | $303K | Buy |
+5,715
| New | +$303K | 0.05% | 229 |
|
|
2021
Q1 | – | Sell |
-12,581
| Closed | -$586K | – | 173 |
|
|
2020
Q4 | $586K | Buy |
+12,581
| New | +$586K | 0.11% | 168 |
|
|
2020
Q3 | – | Sell |
-11,413
| Closed | -$390K | – | 183 |
|
|
2020
Q2 | $390K | Buy |
11,413
+1,417
| +14% | +$48.4K | 0.1% | 146 |
|
|
2020
Q1 | $310K | Buy |
+9,996
| New | +$310K | 0.12% | 112 |
|