Cumberland Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-76,145
| Closed | -$2.76M | – | 185 |
|
|
2023
Q2 | $2.76M | Sell |
76,145
-3,285
| -4% | -$119K | 0.25% | 73 |
|
|
2023
Q1 | $2.58M | Buy |
79,430
+12,365
| +18% | +$402K | 0.25% | 74 |
|
|
2022
Q4 | $2.26M | Sell |
67,065
-4,250
| -6% | -$143K | 0.24% | 77 |
|
|
2022
Q3 | $2.2M | Buy |
71,315
+50
| +0.1% | +$1.54K | 0.23% | 71 |
|
|
2022
Q2 | $2.57M | Buy |
+71,265
| New | +$2.57M | 0.25% | 70 |
|