Heritage Wealth Advisors’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
Q2 | $103K | Hold |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $96.5K | Buy |
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|
2024
Q2 | $90.9K | Hold |
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|
2024
Q1 | $92.8K | Hold |
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|
2023
Q4 | $91.8K | Sell |
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|
2023
Q3 | $88.7K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $96.1K | Hold |
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|
2020
Q2 | $87.6K | Hold |
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|
2020
Q1 | $91.2K | Sell |
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|
2019
Q4 | $141K | Buy |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $119K | Hold |
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|
2018
Q3 | $159K | Buy |
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