HFS
Howard Financial Services’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
22,537
-105
| -0.5% | -$3.41K | 0.1% | 77 |
|
|
2025
Q1 | $760K | Buy |
22,642
+185
| +0.8% | +$6.21K | 0.1% | 78 |
|
|
2024
Q4 | $755K | Buy |
22,457
+45
| +0.2% | +$1.51K | 0.1% | 78 |
|
|
2024
Q3 | $664K | Sell |
22,412
-353
| -2% | -$10.5K | 0.1% | 77 |
|
|
2024
Q2 | $651K | Hold |
22,765
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $665K | Buy |
22,765
+149
| +0.7% | +$4.35K | 0.11% | 69 |
|
|
2023
Q4 | $653K | Buy |
22,616
+125
| +0.6% | +$3.61K | 0.13% | 65 |
|
|
2023
Q3 | $609K | Buy |
22,491
+1,957
| +10% | +$53K | 0.14% | 66 |
|
|
2023
Q2 | $744K | Buy |
20,534
+1,267
| +7% | +$45.9K | 0.18% | 59 |
|
|
2023
Q1 | $627K | Buy |
19,267
+125
| +0.7% | +$4.07K | 0.15% | 59 |
|
|
2022
Q4 | $645K | Hold |
19,142
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $590K | Hold |
19,142
| – | – | 0.19% | 54 |
|
|
2022
Q2 | $691K | Hold |
19,142
| – | – | 0.23% | 41 |
|
|
2022
Q1 | $877K | Hold |
19,142
| – | – | 0.26% | 37 |
|
|
2021
Q4 | $820K | Sell |
19,142
-123
| -0.6% | -$5.27K | 0.25% | 34 |
|
|
2021
Q3 | $991K | Hold |
19,265
| – | – | 0.37% | 30 |
|
|
2021
Q2 | $1.02M | Sell |
19,265
-50
| -0.3% | -$2.66K | 0.4% | 30 |
|
|
2021
Q1 | $1.18M | Buy |
19,315
+123
| +0.6% | +$7.51K | 0.53% | 26 |
|
|
2020
Q4 | $895K | Hold |
19,192
| – | – | 0.47% | 30 |
|
|
2020
Q3 | $720K | Hold |
19,192
| – | – | 0.47% | 30 |
|
|
2020
Q2 | $656K | Buy |
19,192
+100
| +0.5% | +$3.42K | 0.47% | 35 |
|
|
2020
Q1 | $680K | Buy |
19,092
+89
| +0.5% | +$3.17K | 0.6% | 28 |
|
|
2019
Q4 | $1.03M | Sell |
19,003
-500
| -3% | -$27K | 0.63% | 31 |
|
|
2019
Q3 | $1.05M | Sell |
19,503
-73
| -0.4% | -$3.94K | 0.7% | 31 |
|
|
2019
Q2 | $994K | Buy |
19,576
+40
| +0.2% | +$2.03K | 0.68% | 34 |
|
|
2019
Q1 | $1.01M | Buy |
19,536
+188
| +1% | +$9.76K | 0.72% | 32 |
|
|
2018
Q4 | $899K | Buy |
+19,348
| New | +$899K | 0.69% | 29 |
|