Global Wealth Management Investment Advisory’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 |
-2,164
| Closed | -$62.5K | – | 313 |
|
|
2023
Q4 | $62.5K | Buy |
2,164
+659
| +44% | +$19K | 0.02% | 182 |
|
|
2023
Q3 | $40.7K | Buy |
1,505
+313
| +26% | +$8.47K | 0.01% | 204 |
|
|
2023
Q2 | $43.2K | Buy |
+1,192
| New | +$43.2K | 0.01% | 201 |
|
|
2022
Q3 | – | Sell |
-1,613
| Closed | -$58K | – | 329 |
|
|
2022
Q2 | $58K | Sell |
1,613
-935
| -37% | -$33.6K | 0.02% | 170 |
|
|
2022
Q1 | $117K | Sell |
2,548
-32
| -1% | -$1.47K | 0.03% | 156 |
|
|
2021
Q4 | $111K | Buy |
2,580
+475
| +23% | +$20.4K | 0.03% | 159 |
|
|
2021
Q3 | $108K | Sell |
2,105
-265
| -11% | -$13.6K | 0.03% | 165 |
|
|
2021
Q2 | $126K | Hold |
2,370
| – | – | 0.04% | 160 |
|
|
2021
Q1 | $145K | Buy |
2,370
+700
| +42% | +$42.8K | 0.05% | 132 |
|
|
2020
Q4 | $78K | Buy |
1,670
+700
| +72% | +$32.7K | 0.03% | 164 |
|
|
2020
Q3 | $36K | Sell |
970
-365
| -27% | -$13.5K | 0.02% | 193 |
|
|
2020
Q2 | $46K | Buy |
1,335
+800
| +150% | +$27.6K | 0.02% | 198 |
|
|
2020
Q1 | $19K | Buy |
535
+30
| +6% | +$1.07K | 0.01% | 263 |
|
|
2019
Q4 | $27K | Sell |
505
-24
| -5% | -$1.28K | 0.01% | 238 |
|
|
2019
Q3 | $29K | Sell |
529
-184
| -26% | -$10.1K | 0.01% | 216 |
|
|
2019
Q2 | $36K | Buy |
713
+505
| +243% | +$25.5K | 0.02% | 198 |
|
|
2019
Q1 | $11K | Sell |
208
-300
| -59% | -$15.9K | 0.01% | 367 |
|
|
2018
Q4 | $24K | Buy |
+508
| New | +$24K | 0.01% | 279 |
|