Heritage Wealth Advisors’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 | $103K | Hold |
3,178
| – | – | ﹤0.01% | 247 |
|
|
2025
Q1 | $107K | Sell |
3,178
-97
| -3% | -$3.26K | 0.01% | 237 |
|
|
2024
Q4 | $110K | Buy |
3,275
+17
| +0.5% | +$572 | 0.01% | 246 |
|
|
2024
Q3 | $96.5K | Buy |
3,258
+80
| +3% | +$2.37K | ﹤0.01% | 268 |
|
|
2024
Q2 | $90.9K | Hold |
3,178
| – | – | ﹤0.01% | 259 |
|
|
2024
Q1 | $92.8K | Hold |
3,178
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $91.8K | Sell |
3,178
-100
| -3% | -$2.89K | ﹤0.01% | 275 |
|
|
2023
Q3 | $88.7K | Hold |
3,278
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $119K | Hold |
3,278
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $107K | Hold |
3,278
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $110K | Hold |
3,278
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $101K | Hold |
3,278
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $118K | Hold |
3,278
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $150K | Buy |
3,278
+100
| +3% | +$4.58K | 0.01% | 218 |
|
|
2021
Q4 | $136K | Hold |
3,178
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $163K | Hold |
3,178
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $169K | Sell |
3,178
-2,476
| -44% | -$131K | 0.01% | 215 |
|
|
2021
Q1 | $345K | Hold |
5,654
| – | – | 0.02% | 164 |
|
|
2020
Q4 | $264K | Buy |
5,654
+3,092
| +121% | +$144K | 0.02% | 175 |
|
|
2020
Q3 | $96.1K | Hold |
2,562
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $87.6K | Hold |
2,562
| – | – | 0.01% | 211 |
|
|
2020
Q1 | $91.2K | Sell |
2,562
-57
| -2% | -$2.03K | 0.02% | 202 |
|
|
2019
Q4 | $141K | Buy |
2,619
+57
| +2% | +$3.08K | 0.02% | 201 |
|
|
2019
Q3 | $138K | Hold |
2,562
| – | – | 0.02% | 189 |
|
|
2019
Q2 | $130K | Hold |
2,562
| – | – | 0.02% | 177 |
|
|
2019
Q1 | $133K | Hold |
2,562
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $119K | Hold |
2,562
| – | – | 0.02% | 150 |
|
|
2018
Q3 | $159K | Buy |
+2,562
| New | +$159K | 0.03% | 131 |
|