Clifford Swan Investment Counsel’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $473K | Hold |
|
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|
2024
Q2 | $456K | Hold |
|
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|
2024
Q1 | $466K | Hold |
|
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|
2023
Q4 | $461K | Sell |
|
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|
2023
Q3 | $440K | Hold |
|
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $529K | Hold |
|
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|
2022
Q4 | $547K | Sell |
|
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $744K | Hold |
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|
2021
Q4 | $696K | Hold |
|
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|
2021
Q3 | $799K | Hold |
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|
2021
Q2 | $795K | Buy |
|
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|
2021
Q1 | $974K | Hold |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $581K | Buy |
|