Golden State Wealth Management’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 | $75.5K | Sell |
2,326
-264
| -10% | -$8.56K | 0.01% | 552 |
|
|
2025
Q1 | $87K | Buy |
2,590
+681
| +36% | +$22.9K | 0.01% | 482 |
|
|
2024
Q4 | $64.2K | Buy |
+1,909
| New | +$64.2K | 0.01% | 531 |
|
|
2022
Q1 | $238K | Sell |
5,203
-208
| -4% | -$9.52K | 0.05% | 270 |
|
|
2021
Q4 | $232K | Buy |
5,411
+27
| +0.5% | +$1.16K | 0.04% | 336 |
|
|
2021
Q3 | $277K | Buy |
5,384
+793
| +17% | +$40.8K | 0.06% | 246 |
|
|
2021
Q2 | $244K | Sell |
4,591
-549
| -11% | -$29.2K | 0.05% | 255 |
|
|
2021
Q1 | $313K | Buy |
+5,140
| New | +$313K | 0.1% | 144 |
|
|
2020
Q4 | – | Sell |
-3,329
| Closed | -$125K | – | 342 |
|
|
2020
Q3 | $125K | Buy |
+3,329
| New | +$125K | 0.04% | 237 |
|
|
2020
Q2 | – | Sell |
-2,511
| Closed | -$89K | – | 594 |
|
|
2020
Q1 | $89K | Sell |
2,511
-1,211
| -33% | -$42.9K | 0.04% | 265 |
|
|
2019
Q4 | $201K | Sell |
3,722
-1,756
| -32% | -$94.8K | 0.04% | 54 |
|
|
2019
Q3 | $296K | Buy |
5,478
+358
| +7% | +$19.3K | 0.1% | 155 |
|
|
2019
Q2 | $259K | Hold |
5,120
| – | – | 0.08% | 188 |
|
|
2019
Q1 | $266K | Buy |
+5,120
| New | +$266K | 0.09% | 186 |
|