Dynamic Advisor Solutions’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
8,029
-452
| -5% | -$14.7K | 0.01% | 786 |
|
|
2025
Q1 | $285K | Buy |
+8,481
| New | +$285K | 0.01% | 724 |
|
|
2024
Q4 | – | Sell |
-8,693
| Closed | -$258K | – | 737 |
|
|
2024
Q3 | $258K | Sell |
8,693
-375
| -4% | -$11.1K | 0.01% | 811 |
|
|
2024
Q2 | $259K | Sell |
9,068
-80
| -0.9% | -$2.29K | 0.01% | 813 |
|
|
2024
Q1 | $267K | Sell |
9,148
-777
| -8% | -$22.7K | 0.01% | 790 |
|
|
2023
Q4 | $289K | Buy |
+9,925
| New | +$289K | 0.01% | 728 |
|
|
2023
Q3 | – | Sell |
-9,504
| Closed | -$344K | – | 865 |
|
|
2023
Q2 | $344K | Buy |
9,504
+163
| +2% | +$5.9K | 0.02% | 593 |
|
|
2023
Q1 | $304K | Buy |
+9,341
| New | +$304K | 0.02% | 587 |
|
|
2022
Q2 | – | Sell |
-4,775
| Closed | -$219K | – | 736 |
|
|
2022
Q1 | $219K | Sell |
4,775
-422
| -8% | -$19.4K | 0.02% | 656 |
|
|
2021
Q4 | $223K | Sell |
5,197
-199
| -4% | -$8.54K | 0.02% | 655 |
|
|
2021
Q3 | $278K | Buy |
5,396
+176
| +3% | +$9.07K | 0.02% | 596 |
|
|
2021
Q2 | $277K | Buy |
5,220
+1,256
| +32% | +$66.7K | 0.02% | 563 |
|
|
2021
Q1 | $242K | Buy |
+3,964
| New | +$242K | 0.02% | 559 |
|