Golden State Wealth Management’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.6K	Sell	1,532 -87	-5%	-$3.93K	0.01%	649
2025 Q4	$66.9K	Sell	1,619 -300	-16%	-$10.5K	0.01%	619
2025 Q3	$61.2K	Sell	1,919 -407	-17%	-$13.3K	0.01%	621
2025 Q2	$75.5K	Sell	2,326 -264	-10%	-$7.95K	0.01%	552
2025 Q1	$87K	Buy	2,590 +681	+36%	+$21.6K	0.01%	482
2024 Q4	$64.2K	Buy	+1,909	New	+$60.9K	0.01%	531
2022 Q1	$238K	Sell	5,203 -208	-4%	-$9.14K	0.05%	270
2021 Q4	$232K	Buy	5,411 +27	+0.5%	+$1.27K	0.04%	336
2021 Q3	$277K	Buy	5,384 +793	+17%	+$40.1K	0.06%	246
2021 Q2	$244K	Sell	4,591 -549	-11%	-$32.9K	0.05%	255
2021 Q1	$313K	Buy	+5,140	New	+$273K	0.1%	144
2020 Q4	–	Sell	-3,329	Closed	-$125K	–	342
2020 Q3	$125K	Buy	+3,329	New	+$118K	0.04%	237
2020 Q2	–	Sell	-2,511	Closed	-$89K	–	606
2020 Q1	$89K	Sell	2,511 -1,211	-33%	-$60K	0.04%	265
2019 Q4	$201K	Sell	3,722 -1,756	-32%	-$97.4K	0.04%	54
2019 Q3	$296K	Buy	5,478 +358	+7%	+$18.7K	0.1%	155
2019 Q2	$259K	Hold	5,120	–	–	0.08%	188
2019 Q1	$266K	Buy	+5,120	New	+$270K	0.09%	186