HHGA
Halbert Hargrove Global Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Sell |
112
-26
| -19% | -$842 | ﹤0.01% | 266 |
|
|
2025
Q1 | $4.65K | Buy |
138
+26
| +23% | +$876 | ﹤0.01% | 305 |
|
|
2024
Q4 | $3.76K | Buy |
+112
| New | +$3.76K | ﹤0.01% | 252 |
|
|
2015
Q3 | – | Sell |
-10,420
| Closed | -$345K | – | 141 |
|
|
2015
Q2 | $345K | Sell |
10,420
-518
| -5% | -$17.2K | 0.08% | 121 |
|
|
2015
Q1 | $485K | Buy |
10,938
+4,237
| +63% | +$188K | 0.16% | 95 |
|
|
2014
Q4 | $284K | Sell |
6,701
-183
| -3% | -$7.76K | 0.14% | 97 |
|
|
2014
Q3 | $232K | Sell |
6,884
-1,270
| -16% | -$42.8K | 0.06% | 125 |
|
|
2014
Q2 | $219K | Buy |
+8,154
| New | +$219K | 0.07% | 112 |
|
|
2014
Q1 | – | Sell |
-11,035
| Closed | -$208K | – | 131 |
|
|
2013
Q4 | $208K | Buy |
+11,035
| New | +$208K | 0.06% | 120 |
|