Cooper Financial Group’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 | $901K | Sell |
27,769
-523
| -2% | -$17K | 0.11% | 154 |
|
|
2025
Q1 | $950K | Buy |
28,292
+1,772
| +7% | +$59.5K | 0.13% | 150 |
|
|
2024
Q4 | $892K | Buy |
26,520
+5,097
| +24% | +$171K | 0.11% | 158 |
|
|
2024
Q3 | $635K | Buy |
+21,423
| New | +$635K | 0.08% | 206 |
|
|
2021
Q4 | – | Sell |
-8,891
| Closed | -$457K | – | 255 |
|
|
2021
Q3 | $457K | Sell |
8,891
-386
| -4% | -$19.8K | 0.09% | 137 |
|
|
2021
Q2 | $493K | Buy |
9,277
+417
| +5% | +$22.2K | 0.1% | 123 |
|
|
2021
Q1 | $541K | Sell |
8,860
-270
| -3% | -$16.5K | 0.12% | 116 |
|
|
2020
Q4 | $426K | Buy |
9,130
+153
| +2% | +$7.14K | 0.09% | 169 |
|
|
2020
Q3 | $337K | Buy |
+8,977
| New | +$337K | 0.1% | 140 |
|