Focused Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-108
| Closed | -$3.12K | – | 585 |
|
2023
Q4 | $3.12K | Hold |
108
| – | – | ﹤0.01% | 702 |
|
2023
Q3 | $2.93K | Buy |
108
+1
| +0.9% | +$27 | ﹤0.01% | 701 |
|
2023
Q2 | $3.88K | Buy |
107
+25
| +30% | +$907 | ﹤0.01% | 676 |
|
2023
Q1 | $2.68K | Sell |
82
-29
| -26% | -$946 | ﹤0.01% | 736 |
|
2022
Q4 | $3.75K | Hold |
111
| – | – | ﹤0.01% | 680 |
|
2022
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 685 |
|
2022
Q2 | $4K | Buy |
111
+30
| +37% | +$1.08K | ﹤0.01% | 620 |
|
2022
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 667 |
|
2021
Q4 | $3K | Hold |
81
| – | – | ﹤0.01% | 721 |
|
2021
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 697 |
|
2021
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 698 |
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 650 |
|
2020
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 648 |
|
2020
Q3 | $3K | Hold |
81
| – | – | ﹤0.01% | 628 |
|
2020
Q2 | $3K | Hold |
81
| – | – | ﹤0.01% | 598 |
|
2020
Q1 | $3K | Hold |
81
| – | – | ﹤0.01% | 557 |
|
2019
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 576 |
|
2019
Q3 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 573 |
|
2019
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 594 |
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 553 |
|
2018
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 546 |
|
2018
Q3 | $5K | Buy |
80
+1
| +1% | +$63 | ﹤0.01% | 500 |
|
2018
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 522 |
|
2018
Q1 | $5K | Hold |
79
| – | – | ﹤0.01% | 540 |
|
2017
Q4 | $5K | Hold |
79
| – | – | ﹤0.01% | 540 |
|
2017
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 523 |
|
2017
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 550 |
|
2017
Q1 | $4K | Buy |
79
+19
| +32% | +$962 | ﹤0.01% | 555 |
|
2016
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 584 |
|
2016
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 587 |
|
2016
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 591 |
|
2016
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 526 |
|
2015
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 551 |
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 586 |
|
2015
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 582 |
|