Evergreen Private Wealth’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 | $16.5K | Hold |
508
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $17.1K | Hold |
508
| – | – | 0.01% | 143 |
|
|
2024
Q4 | $17.1K | Hold |
508
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $15.1K | Hold |
508
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $14.5K | Sell |
508
-100
| -16% | -$2.86K | 0.01% | 157 |
|
|
2024
Q1 | $17.7K | Hold |
608
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $17.6K | Buy |
+608
| New | +$17.6K | 0.01% | 156 |
|