Dakota Wealth Management’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,664
Closed -$224K 338
2021
Q1
$224K Sell
3,664
-102,548
-97% -$6.27M 0.03% 281
2020
Q4
$4.95M Sell
106,212
-29,596
-22% -$1.38M 0.64% 43
2020
Q3
$5.09M Buy
135,808
+127,657
+1,566% +$4.79M 0.8% 35
2020
Q2
$279K Buy
+8,151
New +$279K 0.05% 224