Institute for Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $862K | Sell |
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|
2021
Q1 | $999K | Sell |
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|
2020
Q4 | $763K | Sell |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $994K | Buy |
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|
2019
Q3 | $887K | Sell |
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|
2019
Q2 | $908K | Sell |
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|
2019
Q1 | $944K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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