Clearstead Advisors’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 | $24.2K | Buy |
745
+209
| +39% | +$6.78K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $18K | Sell |
536
-408
| -43% | -$13.7K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $31.7K | Hold |
944
| – | – | ﹤0.01% | 1265 |
|
|
2024
Q3 | $28K | Sell |
944
-7
| -0.7% | -$207 | ﹤0.01% | 1339 |
|
|
2024
Q2 | $27.2K | Sell |
951
-21
| -2% | -$601 | ﹤0.01% | 1294 |
|
|
2024
Q1 | $27.2K | Sell |
972
-46
| -5% | -$1.29K | ﹤0.01% | 889 |
|
|
2023
Q4 | $29.4K | Sell |
1,018
-810
| -44% | -$23.4K | ﹤0.01% | 869 |
|
|
2023
Q3 | $49.5K | Buy |
1,828
+914
| +100% | +$24.8K | ﹤0.01% | 885 |
|
|
2023
Q2 | $33.1K | Sell |
914
-12
| -1% | -$435 | ﹤0.01% | 814 |
|
|
2023
Q1 | $30.1K | Buy |
926
+69
| +8% | +$2.25K | ﹤0.01% | 768 |
|
|
2022
Q4 | $28.9K | Sell |
857
-753
| -47% | -$25.4K | ﹤0.01% | 729 |
|
|
2022
Q3 | $50K | Buy |
1,610
+91
| +6% | +$2.83K | ﹤0.01% | 603 |
|
|
2022
Q2 | $55K | Sell |
1,519
-125
| -8% | -$4.53K | ﹤0.01% | 600 |
|
|
2022
Q1 | $75K | Buy |
1,644
+653
| +66% | +$29.8K | 0.01% | 597 |
|
|
2021
Q4 | $42K | Sell |
991
-796
| -45% | -$33.7K | ﹤0.01% | 682 |
|
|
2021
Q3 | $92K | Buy |
1,787
+850
| +91% | +$43.8K | 0.01% | 498 |
|
|
2021
Q2 | $50K | Sell |
937
-1,448
| -61% | -$77.3K | ﹤0.01% | 554 |
|
|
2021
Q1 | $146K | Sell |
2,385
-19
| -0.8% | -$1.16K | 0.01% | 371 |
|
|
2020
Q4 | $112K | Hold |
2,404
| – | – | 0.01% | 397 |
|
|
2020
Q3 | $90K | Sell |
2,404
-3,151
| -57% | -$118K | 0.01% | 387 |
|
|
2020
Q2 | $190K | Buy |
5,555
+523
| +10% | +$17.9K | 0.02% | 270 |
|
|
2020
Q1 | $179K | Buy |
5,032
+570
| +13% | +$20.3K | 0.03% | 250 |
|
|
2019
Q4 | $241K | Hold |
4,462
| – | – | 0.03% | 249 |
|
|
2019
Q3 | $241K | Sell |
4,462
-30
| -0.7% | -$1.62K | 0.03% | 234 |
|
|
2019
Q2 | $228K | Buy |
+4,492
| New | +$228K | 0.03% | 249 |
|