Concord Wealth Partners’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 | $989 | Hold |
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|
2025
Q2 | $1.01K | Hold |
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|
2025
Q1 | $1.04K | Hold |
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|
2024
Q4 | $1.04K | Sell |
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|
2024
Q3 | $3.11K | Buy |
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|
2024
Q2 | $887 | Hold |
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|
2024
Q1 | $905 | Buy |
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|
2023
Q4 | $866 | Sell |
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|
2023
Q3 | $6.23K | Hold |
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|
2023
Q2 | $8.33K | Hold |
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|
2023
Q1 | $7.48K | Hold |
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|
2022
Q4 | $7.74K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $12K | Buy |
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