Gideon Capital Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,841
| Closed | -$369K | – | 338 |
|
|
2019
Q3 | $369K | Sell |
6,841
-11,830
| -63% | -$638K | 0.12% | 205 |
|
|
2019
Q2 | $948K | Buy |
+18,671
| New | +$948K | 0.33% | 119 |
|
|
2016
Q3 | – | Sell |
-33,816
| Closed | -$1.33M | – | 237 |
|
|
2016
Q2 | $1.33M | Buy |
+33,816
| New | +$1.33M | 0.77% | 38 |
|
|
2015
Q3 | – | Sell |
-27,733
| Closed | -$918K | – | 284 |
|
|
2015
Q2 | $918K | Buy |
+27,733
| New | +$918K | 0.38% | 96 |
|
|
2015
Q1 | – | Sell |
-51,123
| Closed | -$2.16M | – | 273 |
|
|
2014
Q4 | $2.16M | Buy |
+51,123
| New | +$2.16M | 1.02% | 23 |
|