Hudson Valley Investment Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,122
| Closed | -$367K | – | 193 |
|
|
2023
Q2 | $367K | Sell |
10,122
-8,303
| -45% | -$301K | 0.05% | 160 |
|
|
2023
Q1 | $600K | Sell |
18,425
-3,383
| -16% | -$110K | 0.08% | 134 |
|
|
2022
Q4 | $734K | Sell |
21,808
-3,557
| -14% | -$120K | 0.11% | 120 |
|
|
2022
Q3 | $782K | Buy |
25,365
+362
| +1% | +$11.2K | 0.13% | 118 |
|
|
2022
Q2 | $903K | Buy |
25,003
+378
| +2% | +$13.7K | 0.14% | 111 |
|
|
2022
Q1 | $1.13M | Sell |
24,625
-166
| -0.7% | -$7.6K | 0.15% | 108 |
|
|
2021
Q4 | $1.06M | Buy |
24,791
+965
| +4% | +$41.3K | 0.17% | 89 |
|
|
2021
Q3 | $1.23M | Buy |
23,826
+2,110
| +10% | +$108K | 0.21% | 83 |
|
|
2021
Q2 | $1.15M | Buy |
21,716
+2,940
| +16% | +$156K | 0.2% | 85 |
|
|
2021
Q1 | $1.15M | Buy |
+18,776
| New | +$1.15M | 0.2% | 90 |
|