EverSource Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
5,690
+2,408
| +73% | +$78.1K | 0.01% | 892 |
|
|
2025
Q1 | $110K | Sell |
3,282
-16
| -0.5% | -$537 | 0.01% | 871 |
|
|
2024
Q4 | $111K | Buy |
3,298
+814
| +33% | +$27.4K | 0.01% | 870 |
|
|
2024
Q3 | $73.6K | Sell |
2,484
-3
| -0.1% | -$89 | ﹤0.01% | 906 |
|
|
2024
Q2 | $67K | Buy |
2,487
+55
| +2% | +$1.48K | ﹤0.01% | 957 |
|
|
2024
Q1 | $63.1K | Sell |
2,432
-353
| -13% | -$9.16K | 0.01% | 882 |
|
|
2023
Q4 | $80.4K | Buy |
2,785
+108
| +4% | +$3.12K | 0.01% | 723 |
|
|
2023
Q3 | $72.5K | Buy |
2,677
+4
| +0.1% | +$108 | 0.01% | 684 |
|
|
2023
Q2 | $96.8K | Sell |
2,673
-60
| -2% | -$2.17K | 0.01% | 591 |
|
|
2023
Q1 | $88.9K | Buy |
2,733
+1,197
| +78% | +$39K | 0.01% | 575 |
|
|
2022
Q4 | $51.7K | Buy |
1,536
+807
| +111% | +$27.2K | 0.01% | 751 |
|
|
2022
Q3 | $22K | Buy |
729
+12
| +2% | +$362 | 0.01% | 873 |
|
|
2022
Q2 | $26K | Buy |
717
+409
| +133% | +$14.8K | 0.01% | 765 |
|
|
2022
Q1 | $14K | Buy |
308
+101
| +49% | +$4.59K | ﹤0.01% | 846 |
|
|
2021
Q4 | $9K | Buy |
+207
| New | +$9K | ﹤0.01% | 1004 |
|