Horan Securities’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-592
| Closed | -$19.9K | – | 788 |
|
|
2022
Q4 | $19.9K | Hold |
592
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $18K | Buy |
+592
| New | +$18K | 0.01% | 287 |
|
|
2021
Q2 | $56K | Hold |
1,063
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $65K | Sell |
1,063
-18
| -2% | -$1.1K | 0.05% | 121 |
|
|
2020
Q4 | $50K | Buy |
1,081
+279
| +35% | +$12.9K | 0.04% | 125 |
|
|
2020
Q3 | $30K | Buy |
802
+294
| +58% | +$11K | 0.03% | 138 |
|
|
2020
Q2 | $17K | Buy |
508
+468
| +1,170% | +$15.7K | 0.02% | 139 |
|
|
2020
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 235 |
|