Horst & Graben 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 | $267K | Buy |
8,230
+99
| +1% | +$3.21K | 0.04% | 141 |
|
|
2025
Q1 | $273K | Buy |
8,131
+15
| +0.2% | +$504 | 0.05% | 127 |
|
|
2024
Q4 | $273K | Hold |
8,116
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $240K | Sell |
8,116
-1,004
| -11% | -$29.7K | 0.04% | 136 |
|
|
2024
Q2 | $261K | Hold |
9,120
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $266K | Buy |
9,120
+43
| +0.5% | +$1.26K | 0.05% | 120 |
|
|
2023
Q4 | $262K | Hold |
9,077
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $246K | Buy |
9,077
+40
| +0.4% | +$1.08K | 0.06% | 114 |
|
|
2023
Q2 | $327K | Sell |
9,037
-323
| -3% | -$11.7K | 0.08% | 96 |
|
|
2023
Q1 | $305K | Buy |
9,360
+363
| +4% | +$11.8K | 0.08% | 98 |
|
|
2022
Q4 | $303K | Buy |
8,997
+300
| +3% | +$10.1K | 0.08% | 103 |
|
|
2022
Q3 | $268K | Hold |
8,697
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $314K | Hold |
8,697
| – | – | 0.09% | 100 |
|
|
2022
Q1 | $398K | Hold |
8,697
| – | – | 0.1% | 94 |
|
|
2021
Q4 | $373K | Hold |
8,697
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $447K | Buy |
+8,697
| New | +$447K | 0.12% | 82 |
|