Concurrent Investment Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
26,254
+4,410
| +20% | +$143K | 0.02% | 649 |
|
|
2025
Q1 | $734K | Buy |
21,844
+4,052
| +23% | +$136K | 0.02% | 628 |
|
|
2024
Q4 | $598K | Sell |
17,792
-1,102
| -6% | -$37.1K | 0.02% | 619 |
|
|
2024
Q3 | $560K | Buy |
18,894
+139
| +0.7% | +$4.12K | 0.02% | 587 |
|
|
2024
Q2 | $537K | Sell |
18,755
-1,025
| -5% | -$29.3K | 0.02% | 558 |
|
|
2024
Q1 | $577K | Sell |
19,780
-993
| -5% | -$29K | 0.02% | 504 |
|
|
2023
Q4 | $600K | Buy |
+20,773
| New | +$600K | 0.03% | 455 |
|