HFR 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
2023
Q2
Sell
-7,500
Closed -$244K 59
2023
Q1
$244K Sell
7,500
-1,500
-17% -$48.8K 0.07% 55
2022
Q4
$303K Buy
+9,000
New +$303K 0.09% 50