CWM
Compass Wealth Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
6,305
-700
| -10% | -$22.7K | 0.05% | 150 |
|
|
2025
Q1 | $235K | Hold |
7,005
| – | – | 0.06% | 141 |
|
|
2024
Q4 | $236K | Sell |
7,005
-125
| -2% | -$4.2K | 0.06% | 146 |
|
|
2024
Q3 | $211K | Sell |
7,130
-701
| -9% | -$20.8K | 0.05% | 154 |
|
|
2024
Q2 | $224K | Sell |
7,831
-25
| -0.3% | -$715 | 0.06% | 153 |
|
|
2024
Q1 | $229K | Sell |
7,856
-267
| -3% | -$7.79K | 0.06% | 150 |
|
|
2023
Q4 | $235K | Sell |
8,123
-21,296
| -72% | -$615K | 0.07% | 145 |
|
|
2023
Q3 | $796K | Sell |
29,419
-14,162
| -32% | -$383K | 0.25% | 95 |
|
|
2023
Q2 | $1.58M | Sell |
43,581
-32,709
| -43% | -$1.18M | 0.48% | 66 |
|
|
2023
Q1 | $2.48M | Sell |
76,290
-3,312
| -4% | -$108K | 0.79% | 45 |
|
|
2022
Q4 | $2.68M | Buy |
+79,602
| New | +$2.68M | 0.88% | 41 |
|