Clearstead Trust’s Southwest Airlines LUV Stock Holding History

Clearstead Trust’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.01K	Buy
2025 Q1	$4.37K	Buy
2022 Q1	–	Sell
2021 Q4	$1.45M	Buy
2021 Q3	$1.7M	Buy
2021 Q2	$1.71M	Sell
2021 Q1	$1.95M	Buy
2020 Q4	$109K	Buy
2020 Q3	$5K	Hold
2020 Q2	$5K	Buy