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LUV icon

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
2026
Q1 		$9.99K Hold
266
– – ﹤0.01% 582
2025
Q4 		$11K Sell
266
-6
-2% -$210 ﹤0.01% 569
2025
Q3 		$8.68K Buy
272
+25
+10% +$818 ﹤0.01% 617
2025
Q2 		$8.01K Buy
247
+117
+90% +$3.52K ﹤0.01% 638
2025
Q1 		$4.37K Buy
+130
New +$4.12K ﹤0.01% 629
2022
Q1 		– Sell
-33,932
Closed -$1.45M – 198
2021
Q4 		$1.45M Buy
33,932
+873
+3% +$41K 0.86% 30
2021
Q3 		$1.7M Buy
33,059
+2,374
+8% +$120K 1.08% 29
2021
Q2 		$1.71M Sell
30,685
-1,236
-4% -$74.1K 1.12% 27
2021
Q1 		$1.95M Buy
31,921
+29,580
+1,264% +$1.57M 1.44% 25
2020
Q4 		$109K Buy
2,341
+2,200
+1,560% +$95.3K 0.06% 114
2020
Q3 		$5K Hold
141
– – ﹤0.01% 143
2020
Q2 		$5K Buy
+141
New +$4.48K ﹤0.01% 143

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