HHM 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 | $17.5K | Sell |
540
-140
| -21% | -$4.54K | ﹤0.01% | 531 |
|
|
2025
Q1 | $22.8K | Sell |
680
-8
| -1% | -$269 | ﹤0.01% | 483 |
|
|
2024
Q4 | $23.1K | Sell |
688
-32
| -4% | -$1.08K | ﹤0.01% | 478 |
|
|
2024
Q3 | $21.3K | Hold |
720
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $20.6K | Buy |
720
+80
| +13% | +$2.29K | ﹤0.01% | 444 |
|
|
2024
Q1 | $18.7K | Buy |
640
+100
| +19% | +$2.92K | ﹤0.01% | 422 |
|
|
2023
Q4 | $15.6K | Hold |
540
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $14.6K | Hold |
540
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $19.6K | Hold |
540
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $17.6K | Hold |
540
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $18.2K | Buy |
540
+530
| +5,300% | +$17.8K | ﹤0.01% | 374 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 751 |
|
|
2022
Q2 | $0 | Sell |
10
-15
| -60% | – | ﹤0.01% | 819 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 653 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $1K | Buy |
25
+1
| +4% | +$40 | ﹤0.01% | 595 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 560 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 486 |
|
|
2020
Q2 | $1K | Buy |
24
+14
| +140% | +$583 | ﹤0.01% | 471 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 465 |
|