Financial Advocates Investment Management’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 |
-6,966
| Closed | -$234K | – | 744 |
|
|
2024
Q4 | $234K | Sell |
6,966
-1,610
| -19% | -$54.1K | 0.01% | 662 |
|
|
2024
Q3 | $254K | Buy |
+8,576
| New | +$254K | 0.01% | 645 |
|
|
2023
Q3 | – | Sell |
-6,506
| Closed | -$236K | – | 717 |
|
|
2023
Q2 | $236K | Sell |
6,506
-40
| -0.6% | -$1.45K | 0.02% | 592 |
|
|
2023
Q1 | $213K | Sell |
6,546
-926
| -12% | -$30.1K | 0.02% | 659 |
|
|
2022
Q4 | $252K | Buy |
+7,472
| New | +$252K | 0.02% | 600 |
|
|
2022
Q3 | – | Sell |
-8,295
| Closed | -$299K | – | 792 |
|
|
2022
Q2 | $299K | Sell |
8,295
-549
| -6% | -$19.8K | 0.02% | 510 |
|
|
2022
Q1 | $405K | Sell |
8,844
-252
| -3% | -$11.5K | 0.03% | 497 |
|
|
2021
Q4 | $389K | Buy |
9,096
+736
| +9% | +$31.5K | 0.02% | 553 |
|
|
2021
Q3 | $430K | Sell |
8,360
-163
| -2% | -$8.38K | 0.03% | 510 |
|
|
2021
Q2 | $452K | Sell |
8,523
-4,094
| -32% | -$217K | 0.03% | 483 |
|
|
2021
Q1 | $2.71M | Sell |
12,617
-747
| -6% | -$161K | 0.19% | 117 |
|
|
2020
Q4 | $623K | Buy |
13,364
+1,699
| +15% | +$79.2K | 0.04% | 397 |
|
|
2020
Q3 | $437K | Sell |
11,665
-2,745
| -19% | -$103K | 0.04% | 391 |
|
|
2020
Q2 | $492K | Buy |
14,410
+6,183
| +75% | +$211K | 0.05% | 349 |
|
|
2020
Q1 | $293K | Buy |
8,227
+4,472
| +119% | +$159K | 0.04% | 355 |
|
|
2019
Q4 | $202K | Buy |
+3,755
| New | +$202K | 0.02% | 482 |
|
|
2018
Q4 | – | Sell |
-4,432
| Closed | -$277K | – | 477 |
|
|
2018
Q3 | $277K | Buy |
+4,432
| New | +$277K | 0.03% | 409 |
|