Homrich & Berg’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,940
| Closed | -$368K | – | 487 |
|
|
2021
Q2 | $368K | Buy |
+6,940
| New | +$368K | 0.01% | 335 |
|
|
2016
Q4 | – | Sell |
-10,686
| Closed | -$416K | – | 277 |
|
|
2016
Q3 | $416K | Sell |
10,686
-335
| -3% | -$13K | 0.04% | 166 |
|
|
2016
Q2 | $432K | Buy |
+11,021
| New | +$432K | 0.04% | 155 |
|
|
2013
Q3 | – | Sell |
-12,410
| Closed | -$160K | – | 141 |
|
|
2013
Q2 | $160K | Buy |
+12,410
| New | +$160K | 0.03% | 145 |
|