Concord Wealth Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Hold |
31
| – | – | ﹤0.01% | 756 |
|
|
2025
Q1 | $1.04K | Hold |
31
| – | – | ﹤0.01% | 727 |
|
|
2024
Q4 | $1.04K | Sell |
31
-74
| -70% | -$2.49K | ﹤0.01% | 792 |
|
|
2024
Q3 | $3.11K | Buy |
105
+74
| +239% | +$2.19K | ﹤0.01% | 696 |
|
|
2024
Q2 | $887 | Hold |
31
| – | – | ﹤0.01% | 736 |
|
|
2024
Q1 | $905 | Buy |
31
+1
| +3% | +$29 | ﹤0.01% | 796 |
|
|
2023
Q4 | $866 | Sell |
30
-200
| -87% | -$5.77K | ﹤0.01% | 765 |
|
|
2023
Q3 | $6.23K | Hold |
230
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $8.33K | Hold |
230
| – | – | ﹤0.01% | 630 |
|
|
2023
Q1 | $7.48K | Hold |
230
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $7.74K | Buy |
+230
| New | +$7.74K | ﹤0.01% | 676 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$8K | – | 711 |
|
|
2022
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 736 |
|
|
2022
Q1 | $11K | Buy |
230
+10
| +5% | +$478 | ﹤0.01% | 760 |
|
|
2021
Q4 | $9K | Buy |
+220
| New | +$9K | ﹤0.01% | 809 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$11K | – | 978 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 558 |
|