Golden State Equity Partners’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 | $338K | Buy |
10,410
+919
| +10% | +$29.8K | 0.06% | 320 |
|
|
2025
Q1 | $319K | Buy |
9,491
+1,448
| +18% | +$48.6K | 0.06% | 323 |
|
|
2024
Q4 | $270K | Buy |
8,043
+2,870
| +55% | +$96.5K | 0.05% | 356 |
|
|
2024
Q3 | $153K | Buy |
+5,173
| New | +$153K | 0.08% | 219 |
|
|
2021
Q2 | – | Sell |
-4,301
| Closed | -$263K | – | 263 |
|
|
2021
Q1 | $263K | Buy |
+4,301
| New | +$263K | 0.15% | 137 |
|