Compass Wealth Management’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
Q3
Sell
2025
Q2
$205K Sell
2025
Q1
$235K Hold
2024
Q4
$236K Sell
2024
Q3
$211K Sell
2024
Q2
$224K Sell
2024
Q1
$229K Sell
2023
Q4
$235K Sell
2023
Q3
$796K Sell
2023
Q2
$1.58M Sell
2023
Q1
$2.48M Sell
2022
Q4
$2.68M Buy