Envestnet Portfolio Solutions’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,026
| Closed | -$404K | – | 1697 |
|
|
2024
Q4 | $404K | Buy |
12,026
+3,608
| +43% | +$121K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $249K | Buy |
+8,418
| New | +$249K | ﹤0.01% | 1534 |
|
|
2024
Q2 | – | Sell |
-32,551
| Closed | -$950K | – | 1670 |
|
|
2024
Q1 | $950K | Buy |
32,551
+4,891
| +18% | +$143K | ﹤0.01% | 851 |
|
|
2023
Q4 | $799K | Sell |
27,660
-3,024
| -10% | -$87.3K | ﹤0.01% | 865 |
|
|
2023
Q3 | $831K | Buy |
+30,684
| New | +$831K | ﹤0.01% | 793 |
|