GeoWealth 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 | – | Sell |
-1,493
| Closed | -$50.1K | – | 1266 |
|
|
2025
Q1 | $50.1K | Sell |
1,493
-392
| -21% | -$13.2K | ﹤0.01% | 894 |
|
|
2024
Q4 | $63.4K | Sell |
1,885
-1
| -0.1% | -$34 | ﹤0.01% | 1078 |
|
|
2024
Q3 | $55.9K | Buy |
+1,886
| New | +$55.9K | ﹤0.01% | 1039 |
|
|
2024
Q1 | – | Sell |
-60,642
| Closed | -$1.75M | – | 884 |
|
|
2023
Q4 | $1.75M | Buy |
+60,642
| New | +$1.75M | 0.14% | 136 |
|