IFP Advisors’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 | $323K | Sell |
9,024
-824
| -8% | -$29.5K | 0.01% | 1030 |
|
|
2025
Q1 | $335K | Buy |
9,848
+553
| +6% | +$18.8K | 0.01% | 940 |
|
|
2024
Q4 | $317K | Buy |
9,295
+712
| +8% | +$24.3K | 0.01% | 918 |
|
|
2024
Q3 | $254K | Sell |
8,583
-15,779
| -65% | -$468K | 0.01% | 977 |
|
|
2024
Q2 | $697K | Sell |
24,362
-715
| -3% | -$20.5K | 0.03% | 548 |
|
|
2024
Q1 | $732K | Buy |
25,077
+4,783
| +24% | +$140K | 0.03% | 495 |
|
|
2023
Q4 | $586K | Sell |
20,294
-79
| -0.4% | -$2.28K | 0.03% | 535 |
|
|
2023
Q3 | $552K | Buy |
20,373
+466
| +2% | +$12.6K | 0.02% | 554 |
|
|
2023
Q2 | $721K | Sell |
19,907
-2,651
| -12% | -$96K | 0.03% | 530 |
|
|
2023
Q1 | $1.15M | Sell |
22,558
-3,828
| -15% | -$195K | 0.05% | 346 |
|
|
2022
Q4 | $1.36M | Sell |
26,386
-28,867
| -52% | -$1.49M | 0.04% | 499 |
|
|
2022
Q3 | $2.85M | Buy |
55,253
+5,650
| +11% | +$291K | 0.07% | 290 |
|
|
2022
Q2 | $2.56M | Hold |
49,603
| – | – | 0.08% | 289 |
|
|
2022
Q1 | $2.56M | Buy |
49,603
+34,153
| +221% | +$1.76M | 0.08% | 289 |
|
|
2021
Q4 | $667K | Buy |
15,450
+3,575
| +30% | +$154K | 0.01% | 495 |
|
|
2021
Q3 | $619K | Sell |
11,875
-552
| -4% | -$28.8K | 0.01% | 504 |
|
|
2021
Q2 | $662K | Buy |
12,427
+988
| +9% | +$52.6K | 0.01% | 473 |
|
|
2021
Q1 | $692K | Buy |
11,439
+1,098
| +11% | +$66.4K | 0.01% | 437 |
|
|
2020
Q4 | $490K | Buy |
10,341
+2,428
| +31% | +$115K | 0.02% | 512 |
|
|
2020
Q3 | $302K | Sell |
7,913
-1,207
| -13% | -$46.1K | 0.02% | 569 |
|
|
2020
Q2 | $322K | Buy |
9,120
+869
| +11% | +$30.7K | 0.03% | 523 |
|
|
2020
Q1 | $338K | Buy |
8,251
+3,405
| +70% | +$139K | 0.03% | 426 |
|
|
2019
Q4 | $263K | Sell |
4,846
-12,092
| -71% | -$656K | 0.02% | 582 |
|
|
2019
Q3 | $912K | Buy |
+16,938
| New | +$912K | 0.06% | 325 |
|
|
2019
Q1 | $750K | Sell |
14,530
-4,147
| -22% | -$214K | 0.1% | 207 |
|
|
2018
Q4 | $873K | Sell |
18,677
-1,734
| -8% | -$81.1K | 0.05% | 378 |
|
|
2018
Q3 | $1.28M | Buy |
20,411
+4,479
| +28% | +$280K | 0.05% | 365 |
|
|
2018
Q2 | $811K | Sell |
15,932
-45
| -0.3% | -$2.29K | 0.03% | 478 |
|
|
2018
Q1 | $1.05M | Hold |
15,977
| – | – | 0.05% | 380 |
|
|
2017
Q4 | $1.05M | Sell |
15,977
-5,963
| -27% | -$390K | 0.05% | 378 |
|
|
2017
Q3 | $1.23M | Sell |
21,940
-1,808
| -8% | -$101K | 0.05% | 384 |
|
|
2017
Q2 | $1.48M | Buy |
23,748
+903
| +4% | +$56.1K | 0.06% | 328 |
|
|
2017
Q1 | $1.23M | Buy |
22,845
+1,061
| +5% | +$57K | 0.05% | 372 |
|
|
2016
Q4 | $1.09M | Buy |
21,784
+2,387
| +12% | +$119K | 0.05% | 359 |
|
|
2016
Q3 | $754K | Buy |
19,397
+429
| +2% | +$16.7K | 0.04% | 438 |
|
|
2016
Q2 | $744K | Buy |
18,968
+4,438
| +31% | +$174K | 0.04% | 426 |
|
|
2016
Q1 | $750K | Sell |
14,530
-14,376
| -50% | -$742K | 0.1% | 207 |
|
|
2015
Q4 | $1.25M | Buy |
+28,906
| New | +$1.25M | 0.08% | 258 |
|