Everhart Financial Group’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,623
Closed -$245K 107
2021
Q2
$245K Buy
4,623
+248
+6% +$13.1K 0.17% 83
2021
Q1
$267K Sell
4,375
-515
-11% -$31.4K 0.23% 63
2020
Q4
$228K Buy
+4,890
New +$228K 0.21% 70