Independent Solutions Wealth Management’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 |
-10,150
| Closed | -$368K | – | 216 |
|
|
2023
Q2 | $368K | Sell |
10,150
-402
| -4% | -$14.6K | 0.09% | 147 |
|
|
2023
Q1 | $343K | Sell |
10,552
-475
| -4% | -$15.5K | 0.1% | 146 |
|
|
2022
Q4 | $371K | Hold |
11,027
| – | – | 0.11% | 142 |
|
|
2022
Q3 | $340K | Sell |
11,027
-172
| -2% | -$5.3K | 0.11% | 146 |
|
|
2022
Q2 | $405K | Hold |
11,199
| – | – | 0.13% | 128 |
|
|
2022
Q1 | $513K | Sell |
11,199
-240
| -2% | -$11K | 0.12% | 132 |
|
|
2021
Q4 | $490K | Buy |
11,439
+2,511
| +28% | +$108K | 0.12% | 137 |
|
|
2021
Q3 | $459K | Buy |
8,928
+285
| +3% | +$14.7K | 0.11% | 139 |
|
|
2021
Q2 | $459K | Sell |
8,643
-478
| -5% | -$25.4K | 0.11% | 138 |
|
|
2021
Q1 | $557K | Sell |
9,121
-1,024
| -10% | -$62.5K | 0.15% | 113 |
|
|
2020
Q4 | $473K | Sell |
10,145
-1,553
| -13% | -$72.4K | 0.15% | 112 |
|
|
2020
Q3 | $439K | Sell |
11,698
-3,385
| -22% | -$127K | 0.17% | 101 |
|
|
2020
Q2 | $516K | Buy |
15,083
+5,735
| +61% | +$196K | 0.22% | 88 |
|
|
2020
Q1 | $333K | Sell |
9,348
-4,537
| -33% | -$162K | 0.18% | 90 |
|
|
2019
Q4 | $750K | Buy |
+13,885
| New | +$750K | 0.33% | 64 |
|