IFP Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Buy |
8,416
+759
| +10% | +$34.3K | 0.01% | 1159 |
|
|
2025
Q4 | $316K | Sell |
7,657
-2,053
| -21% | -$71.7K | 0.01% | 1139 |
|
|
2025
Q3 | $310K | Buy |
9,710
+686
| +8% | +$22.4K | 0.01% | 1082 |
|
|
2025
Q2 | $323K | Sell |
9,024
-824
| -8% | -$24.8K | 0.01% | 1030 |
|
|
2025
Q1 | $335K | Buy |
9,848
+553
| +6% | +$17.5K | 0.01% | 940 |
|
|
2024
Q4 | $317K | Buy |
9,295
+712
| +8% | +$22.7K | 0.01% | 918 |
|
|
2024
Q3 | $254K | Sell |
8,583
-15,779
| -65% | -$437K | 0.01% | 977 |
|
|
2024
Q2 | $697K | Sell |
24,362
-715
| -3% | -$19.9K | 0.03% | 548 |
|
|
2024
Q1 | $732K | Buy |
25,077
+4,783
| +24% | +$148K | 0.03% | 495 |
|
|
2023
Q4 | $586K | Sell |
20,294
-79
| -0.4% | -$2.06K | 0.03% | 535 |
|
|
2023
Q3 | $552K | Buy |
20,373
+466
| +2% | +$15.2K | 0.02% | 554 |
|
|
2023
Q2 | $721K | Sell |
19,907
-2,651
| -12% | -$83.1K | 0.03% | 530 |
|
|
2023
Q1 | $1.15M | Sell |
22,558
-3,828
| -15% | -$130K | 0.05% | 346 |
|
|
2022
Q4 | $1.36M | Sell |
26,386
-28,867
| -52% | -$1.04M | 0.04% | 499 |
|
|
2022
Q3 | $2.85M | Buy |
55,253
+5,650
| +11% | +$212K | 0.07% | 291 |
|
|
2022
Q2 | $2.56M | Hold |
49,603
| – | – | 0.08% | 290 |
|
|
2022
Q1 | $2.56M | Buy |
49,603
+34,153
| +221% | +$1.5M | 0.08% | 290 |
|
|
2021
Q4 | $667K | Buy |
15,450
+3,575
| +30% | +$168K | 0.01% | 503 |
|
|
2021
Q3 | $619K | Sell |
11,875
-552
| -4% | -$27.9K | 0.01% | 524 |
|
|
2021
Q2 | $662K | Buy |
12,427
+988
| +9% | +$59.2K | 0.01% | 473 |
|
|
2021
Q1 | $692K | Buy |
11,439
+1,098
| +11% | +$58.4K | 0.01% | 437 |
|
|
2020
Q4 | $490K | Buy |
10,341
+2,428
| +31% | +$105K | 0.02% | 512 |
|
|
2020
Q3 | $302K | Sell |
7,913
-1,207
| -13% | -$42.9K | 0.02% | 569 |
|
|
2020
Q2 | $322K | Buy |
9,120
+869
| +11% | +$27.6K | 0.03% | 523 |
|
|
2020
Q1 | $338K | Buy |
8,251
+3,405
| +70% | +$169K | 0.03% | 427 |
|
|
2019
Q4 | $263K | Sell |
4,846
-12,092
| -71% | -$671K | 0.02% | 582 |
|
|
2019
Q3 | $912K | Buy |
+16,938
| New | +$886K | 0.06% | 325 |
|
|
2019
Q1 | $750K | Sell |
14,530
-4,147
| -22% | -$219K | 0.1% | 207 |
|
|
2018
Q4 | $873K | Sell |
18,677
-1,734
| -8% | -$92.1K | 0.05% | 378 |
|
|
2018
Q3 | $1.27M | Buy |
20,411
+4,479
| +28% | +$262K | 0.05% | 365 |
|
|
2018
Q2 | $811K | Sell |
15,932
-45
| -0.3% | -$2.37K | 0.03% | 479 |
|
|
2018
Q1 | $1.05M | Hold |
15,977
| – | – | 0.05% | 380 |
|
|
2017
Q4 | $1.05M | Sell |
15,977
-5,963
| -27% | -$351K | 0.05% | 379 |
|
|
2017
Q3 | $1.23M | Sell |
21,940
-1,808
| -8% | -$101K | 0.05% | 385 |
|
|
2017
Q2 | $1.48M | Buy |
23,748
+903
| +4% | +$52.5K | 0.06% | 328 |
|
|
2017
Q1 | $1.23M | Buy |
22,845
+1,061
| +5% | +$57.1K | 0.05% | 373 |
|
|
2016
Q4 | $1.09M | Buy |
21,784
+2,387
| +12% | +$107K | 0.05% | 360 |
|
|
2016
Q3 | $754K | Buy |
19,397
+429
| +2% | +$16.3K | 0.04% | 440 |
|
|
2016
Q2 | $744K | Buy |
18,968
+4,438
| +31% | +$190K | 0.04% | 426 |
|
|
2016
Q1 | $750K | Sell |
14,530
-14,376
| -50% | -$585K | 0.1% | 207 |
|
|
2015
Q4 | $1.25M | Buy |
+28,906
| New | +$1.28M | 0.08% | 258 |
|
Other funds holding LUV
VCM
EIM
VPM
