Exencial Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,961
| Closed | -$200K | – | 502 |
|
|
2024
Q4 | $200K | Buy |
+5,961
| New | +$200K | 0.01% | 481 |
|
|
2021
Q2 | – | Sell |
-3,710
| Closed | -$227K | – | 455 |
|
|
2021
Q1 | $227K | Buy |
+3,710
| New | +$227K | 0.01% | 399 |
|
|
2020
Q1 | – | Sell |
-3,974
| Closed | -$215K | – | 258 |
|
|
2019
Q4 | $215K | Sell |
3,974
-500
| -11% | -$27.1K | 0.04% | 250 |
|
|
2019
Q3 | $242K | Buy |
+4,474
| New | +$242K | 0.05% | 219 |
|