Forum Financial 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
Q2 | $582K | Buy |
17,937
+939
| +6% | +$30.5K | 0.01% | 358 |
|
|
2025
Q1 | $571K | Buy |
16,998
+399
| +2% | +$13.4K | 0.01% | 328 |
|
|
2024
Q4 | $558K | Buy |
16,599
+7,963
| +92% | +$268K | 0.01% | 338 |
|
|
2024
Q3 | $256K | Buy |
8,636
+71
| +0.8% | +$2.1K | ﹤0.01% | 592 |
|
|
2024
Q2 | $245K | Buy |
8,565
+1,615
| +23% | +$46.2K | ﹤0.01% | 571 |
|
|
2024
Q1 | $203K | Sell |
6,950
-993
| -13% | -$29K | ﹤0.01% | 699 |
|
|
2023
Q4 | $229K | Sell |
7,943
-613
| -7% | -$17.7K | ﹤0.01% | 579 |
|
|
2023
Q3 | $232K | Buy |
8,556
+133
| +2% | +$3.6K | 0.01% | 528 |
|
|
2023
Q2 | $305K | Sell |
8,423
-100
| -1% | -$3.62K | 0.01% | 427 |
|
|
2023
Q1 | $277K | Hold |
8,523
| – | – | 0.01% | 431 |
|
|
2022
Q4 | $287K | Buy |
8,523
+203
| +2% | +$6.84K | 0.01% | 405 |
|
|
2022
Q3 | $257K | Buy |
8,320
+1,273
| +18% | +$39.3K | 0.01% | 400 |
|
|
2022
Q2 | $255K | Sell |
7,047
-20
| -0.3% | -$724 | 0.01% | 418 |
|
|
2022
Q1 | $323K | Buy |
7,067
+270
| +4% | +$12.3K | 0.02% | 358 |
|
|
2021
Q4 | $291K | Buy |
+6,797
| New | +$291K | 0.02% | 436 |
|