Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
16,491
+5,496
| +50% | +$178K | 0.06% | 299 |
|
|
2025
Q1 | $369K | Sell |
10,995
-60
| -0.5% | -$2.02K | 0.05% | 360 |
|
|
2024
Q4 | $372K | Buy |
11,055
+19
| +0.2% | +$639 | 0.05% | 354 |
|
|
2024
Q3 | $327K | Buy |
+11,036
| New | +$327K | 0.04% | 395 |
|
|
2023
Q4 | – | Sell |
-9,794
| Closed | -$265K | – | 485 |
|
|
2023
Q3 | $265K | Sell |
9,794
-45
| -0.5% | -$1.22K | 0.05% | 367 |
|
|
2023
Q2 | $356K | Sell |
9,839
-217
| -2% | -$7.86K | 0.06% | 320 |
|
|
2023
Q1 | $327K | Sell |
10,056
-876
| -8% | -$28.5K | 0.06% | 324 |
|
|
2022
Q4 | $368K | Sell |
10,932
-3,670
| -25% | -$124K | 0.08% | 313 |
|
|
2022
Q3 | $450K | Sell |
14,602
-110
| -0.7% | -$3.39K | 0.1% | 259 |
|
|
2022
Q2 | $531K | Sell |
14,712
-100
| -0.7% | -$3.61K | 0.1% | 256 |
|
|
2022
Q1 | $678K | Buy |
14,812
+36
| +0.2% | +$1.65K | 0.11% | 227 |
|
|
2021
Q4 | $633K | Sell |
14,776
-1,369
| -8% | -$58.6K | 0.1% | 236 |
|
|
2021
Q3 | $830K | Sell |
16,145
-100
| -0.6% | -$5.14K | 0.15% | 178 |
|
|
2021
Q2 | $862K | Sell |
16,245
-113
| -0.7% | -$6K | 0.15% | 179 |
|
|
2021
Q1 | $999K | Sell |
16,358
-19
| -0.1% | -$1.16K | 0.19% | 140 |
|
|
2020
Q4 | $763K | Sell |
16,377
-1,297
| -7% | -$60.4K | 0.15% | 169 |
|
|
2020
Q3 | $663K | Sell |
17,674
-474
| -3% | -$17.8K | 0.15% | 171 |
|
|
2020
Q2 | $620K | Buy |
18,148
+506
| +3% | +$17.3K | 0.15% | 188 |
|
|
2020
Q1 | $628K | Sell |
17,642
-781
| -4% | -$27.8K | 0.19% | 142 |
|
|
2019
Q4 | $994K | Buy |
18,423
+2,002
| +12% | +$108K | 0.22% | 121 |
|
|
2019
Q3 | $887K | Sell |
16,421
-1,453
| -8% | -$78.5K | 0.22% | 136 |
|
|
2019
Q2 | $908K | Sell |
17,874
-318
| -2% | -$16.2K | 0.2% | 145 |
|
|
2019
Q1 | $944K | Buy |
+18,192
| New | +$944K | 0.21% | 134 |
|
|
2018
Q4 | – | Sell |
-19,580
| Closed | -$1.21M | – | 308 |
|
|
2018
Q3 | $1.21M | Sell |
19,580
-80
| -0.4% | -$4.94K | 0.41% | 88 |
|
|
2018
Q2 | $1M | Buy |
19,660
+296
| +2% | +$15.1K | 0.32% | 110 |
|
|
2018
Q1 | $1.02M | Sell |
19,364
-2,749
| -12% | -$145K | 0.3% | 119 |
|
|
2017
Q4 | $1.45M | Buy |
22,113
+2,658
| +14% | +$174K | 0.33% | 89 |
|
|
2017
Q3 | $1.09M | Buy |
19,455
+108
| +0.6% | +$6.05K | 0.35% | 93 |
|
|
2017
Q2 | $1.2M | Buy |
+19,347
| New | +$1.2M | 0.33% | 86 |
|