CreativeOne Wealth’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 | $1.08M | Sell |
33,172
-738
| -2% | -$23.9K | 0.03% | 508 |
|
|
2025
Q1 | $1.14M | Sell |
33,910
-61
| -0.2% | -$2.05K | 0.03% | 439 |
|
|
2024
Q4 | $1.14M | Buy |
33,971
+11,581
| +52% | +$389K | 0.04% | 427 |
|
|
2024
Q3 | $663K | Buy |
22,390
+8,478
| +61% | +$251K | 0.02% | 542 |
|
|
2024
Q2 | $398K | Buy |
13,912
+1,109
| +9% | +$31.7K | 0.02% | 536 |
|
|
2024
Q1 | $374K | Buy |
12,803
+2,087
| +19% | +$61K | 0.01% | 655 |
|
|
2023
Q4 | $309K | Buy |
10,716
+1,181
| +12% | +$34.1K | 0.02% | 491 |
|
|
2023
Q3 | $258K | Sell |
9,535
-94
| -1% | -$2.54K | 0.02% | 476 |
|
|
2023
Q2 | $349K | Buy |
9,629
+474
| +5% | +$17.2K | 0.02% | 603 |
|
|
2023
Q1 | $298K | Buy |
9,155
+64
| +0.7% | +$2.08K | 0.01% | 640 |
|
|
2022
Q4 | $306K | Sell |
9,091
-43
| -0.5% | -$1.45K | 0.02% | 566 |
|
|
2022
Q3 | $282K | Buy |
+9,134
| New | +$282K | 0.02% | 562 |
|
|
2020
Q1 | – | Sell |
-4,865
| Closed | -$262K | – | 218 |
|
|
2019
Q4 | $262K | Buy |
4,865
+916
| +23% | +$49.3K | 0.04% | 181 |
|
|
2019
Q3 | $213K | Buy |
+3,949
| New | +$213K | 0.04% | 168 |
|