Evergreen Capital Management’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 | – | Sell |
-7,125
| Closed | -$240K | – | 1194 |
|
|
2025
Q1 | $240K | Buy |
+7,125
| New | +$240K | 0.01% | 884 |
|
|
2023
Q2 | – | Sell |
-55,577
| Closed | -$1.81M | – | 824 |
|
|
2023
Q1 | $1.81M | Sell |
55,577
-1,206
| -2% | -$39.2K | 0.08% | 218 |
|
|
2022
Q4 | $1.91M | Buy |
+56,783
| New | +$1.91M | 0.09% | 215 |
|
|
2022
Q2 | – | Sell |
-4,681
| Closed | -$214K | – | 633 |
|
|
2022
Q1 | $214K | Buy |
+4,681
| New | +$214K | 0.01% | 592 |
|
|
2021
Q4 | – | Sell |
-4,394
| Closed | -$226K | – | 643 |
|
|
2021
Q3 | $226K | Buy |
+4,394
| New | +$226K | 0.01% | 512 |
|