Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.42M | Buy |
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