Forum Financial Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $734K | Sell |
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|
2025
Q3 | $573K | Buy |
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|
2025
Q2 | $582K | Buy |
|
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|
2025
Q1 | $571K | Buy |
|
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|
2024
Q4 | $558K | Buy |
|
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $291K | Buy |
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