GoalVest Advisory’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.9K Hold
2025
Q2
$21.3K Sell
2025
Q1
$22.2K Buy
2024
Q4
$22.1K Hold
2024
Q3
$19.4K Hold
2024
Q2
$18.8K Sell
2024
Q1
$19.6K Buy
2022
Q2
Sell
2022
Q1
$0 Buy
2021
Q2
$12K Hold
2021
Q1
$14K Buy