Evoke Wealth’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,963
| Closed | -$320K | – | 267 |
|
|
2024
Q1 | $320K | Buy |
+10,963
| New | +$320K | 0.01% | 318 |
|
|
2023
Q4 | – | Sell |
-13,499
| Closed | -$365K | – | 240 |
|
|
2023
Q3 | $365K | Sell |
13,499
-63
| -0.5% | -$1.71K | 0.01% | 270 |
|
|
2023
Q2 | $494K | Buy |
13,562
+22
| +0.2% | +$801 | 0.02% | 221 |
|
|
2023
Q1 | $441K | Buy |
13,540
+4,967
| +58% | +$162K | 0.02% | 225 |
|
|
2022
Q4 | $289K | Buy |
8,573
+33
| +0.4% | +$1.11K | 0.01% | 288 |
|
|
2022
Q3 | $263K | Buy |
8,540
+35
| +0.4% | +$1.08K | 0.01% | 280 |
|
|
2022
Q2 | $307K | Sell |
8,505
-75
| -0.9% | -$2.71K | 0.01% | 263 |
|
|
2022
Q1 | $393K | Buy |
8,580
+75
| +0.9% | +$3.44K | 0.01% | 252 |
|
|
2021
Q4 | $364K | Buy |
8,505
+4,261
| +100% | +$182K | 0.01% | 274 |
|
|
2021
Q3 | $218K | Buy |
4,244
+2,080
| +96% | +$107K | 0.01% | 329 |
|
|
2021
Q2 | $115K | Buy |
2,164
+276
| +15% | +$14.7K | ﹤0.01% | 418 |
|
|
2021
Q1 | $115K | Buy |
1,888
+399
| +27% | +$24.3K | 0.01% | 362 |
|
|
2020
Q4 | $69K | Hold |
1,489
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $56K | Buy |
1,489
+1,451
| +3,818% | +$54.6K | ﹤0.01% | 345 |
|
|
2020
Q2 | $1K | Sell |
38
-17,661
| -100% | -$465K | ﹤0.01% | 994 |
|
|
2020
Q1 | $630K | Sell |
17,699
-2,851
| -14% | -$102K | 0.09% | 79 |
|
|
2019
Q4 | $1.11M | Buy |
20,550
+2,841
| +16% | +$154K | 0.14% | 64 |
|
|
2019
Q3 | $956K | Buy |
+17,709
| New | +$956K | 0.12% | 94 |
|