HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6K | Buy |
265
+2
| +0.8% | +$65 | ﹤0.01% | 333 |
|
|
2025
Q1 | $8.85K | Buy |
263
+1
| +0.4% | +$34 | 0.01% | 302 |
|
|
2024
Q4 | $8.81K | Hold |
262
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $7.77K | Buy |
262
+3
| +1% | +$89 | ﹤0.01% | 333 |
|
|
2024
Q2 | $7.4K | Hold |
259
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $7.56K | Buy |
259
+3
| +1% | +$88 | ﹤0.01% | 327 |
|
|
2023
Q4 | $7.38K | Hold |
256
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $6.92K | Buy |
256
+3
| +1% | +$81 | 0.01% | 304 |
|
|
2023
Q2 | $9.15K | Hold |
253
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $8.23K | Buy |
253
+3
| +1% | +$98 | 0.01% | 325 |
|
|
2022
Q4 | $8.42K | Hold |
250
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $8K | Hold |
250
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $9K | Hold |
250
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $11K | Buy |
+250
| New | +$11K | 0.01% | 249 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 518 |
|
|
2021
Q2 | $0 | Sell |
1
-100
| -99% | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $3K | Buy |
101
+100
| +10,000% | +$2.97K | ﹤0.01% | 364 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 383 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 391 |
|