IAG Wealth Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$2.96K | – | 526 |
|
|
2024
Q3 | $2.96K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $2.86K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $2.92K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $2.89K | Sell |
100
-236
| -70% | -$6.82K | ﹤0.01% | 382 |
|
|
2023
Q3 | $9.1K | Buy |
336
+196
| +140% | +$5.31K | ﹤0.01% | 307 |
|
|
2023
Q2 | $5.07K | Buy |
140
+40
| +40% | +$1.45K | ﹤0.01% | 371 |
|
|
2023
Q1 | $3.25K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $3.37K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $3K | Sell |
100
-25
| -20% | -$750 | ﹤0.01% | 385 |
|
|
2022
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $6K | Buy |
125
+25
| +25% | +$1.2K | ﹤0.01% | 339 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 314 |
|
|
2021
Q2 | $6K | Sell |
100
-30
| -23% | -$1.8K | ﹤0.01% | 308 |
|
|
2021
Q1 | $8K | Sell |
130
-208
| -62% | -$12.8K | ﹤0.01% | 284 |
|
|
2020
Q4 | $16K | Buy |
338
+100
| +42% | +$4.73K | 0.01% | 188 |
|
|
2020
Q3 | $9K | Hold |
238
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $9K | Buy |
238
+10
| +4% | +$378 | ﹤0.01% | 238 |
|
|
2020
Q1 | $9K | Buy |
228
+22
| +11% | +$868 | 0.01% | 221 |
|
|
2019
Q4 | $12K | Buy |
+206
| New | +$12K | 0.01% | 233 |
|