Clearstead Advisors’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 | $8.15K | Sell |
217
-1,643
| -88% | -$74.2K | ﹤0.01% | 1646 |
|
|
2025
Q4 | $76.9K | Buy |
1,860
+989
| +114% | +$34.5K | ﹤0.01% | 1212 |
|
|
2025
Q3 | $27.8K | Buy |
871
+126
| +17% | +$4.12K | ﹤0.01% | 1491 |
|
|
2025
Q2 | $24.2K | Buy |
745
+209
| +39% | +$6.29K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $18K | Sell |
536
-408
| -43% | -$12.9K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $31.7K | Hold |
944
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q3 | $28K | Sell |
944
-7
| -0.7% | -$194 | ﹤0.01% | 1341 |
|
|
2024
Q2 | $27.2K | Sell |
951
-21
| -2% | -$586 | ﹤0.01% | 1295 |
|
|
2024
Q1 | $27.2K | Sell |
972
-46
| -5% | -$1.42K | ﹤0.01% | 890 |
|
|
2023
Q4 | $29.4K | Sell |
1,018
-810
| -44% | -$21.1K | ﹤0.01% | 871 |
|
|
2023
Q3 | $49.5K | Buy |
1,828
+914
| +100% | +$29.8K | ﹤0.01% | 886 |
|
|
2023
Q2 | $33.1K | Sell |
914
-12
| -1% | -$376 | ﹤0.01% | 814 |
|
|
2023
Q1 | $30.1K | Buy |
926
+69
| +8% | +$2.35K | ﹤0.01% | 768 |
|
|
2022
Q4 | $28.9K | Sell |
857
-753
| -47% | -$27.1K | ﹤0.01% | 730 |
|
|
2022
Q3 | $50K | Buy |
1,610
+91
| +6% | +$3.41K | ﹤0.01% | 605 |
|
|
2022
Q2 | $55K | Sell |
1,519
-125
| -8% | -$5.37K | ﹤0.01% | 602 |
|
|
2022
Q1 | $75K | Buy |
1,644
+653
| +66% | +$28.7K | 0.01% | 599 |
|
|
2021
Q4 | $42K | Sell |
991
-796
| -45% | -$37.4K | ﹤0.01% | 686 |
|
|
2021
Q3 | $92K | Buy |
1,787
+850
| +91% | +$42.9K | 0.01% | 500 |
|
|
2021
Q2 | $50K | Sell |
937
-1,448
| -61% | -$86.8K | ﹤0.01% | 555 |
|
|
2021
Q1 | $146K | Sell |
2,385
-19
| -0.8% | -$1.01K | 0.01% | 371 |
|
|
2020
Q4 | $112K | Hold |
2,404
| – | – | 0.01% | 397 |
|
|
2020
Q3 | $90K | Sell |
2,404
-3,151
| -57% | -$112K | 0.01% | 387 |
|
|
2020
Q2 | $190K | Buy |
5,555
+523
| +10% | +$16.6K | 0.02% | 270 |
|
|
2020
Q1 | $179K | Buy |
5,032
+570
| +13% | +$28.3K | 0.03% | 251 |
|
|
2019
Q4 | $241K | Hold |
4,462
| – | – | 0.03% | 249 |
|
|
2019
Q3 | $241K | Sell |
4,462
-30
| -0.7% | -$1.57K | 0.03% | 234 |
|
|
2019
Q2 | $228K | Buy |
+4,492
| New | +$233K | 0.03% | 249 |
|
Other funds holding LUV
VCM
EIM
VPM
