Investment House LLC’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-33,845
| Closed | -$1.27M | – | 222 |
|
|
2020
Q3 | $1.27M | Buy |
+33,845
| New | +$1.27M | 0.1% | 109 |
|
|
2020
Q2 | – | Sell |
-8,111
| Closed | -$289K | – | 194 |
|
|
2020
Q1 | $289K | Sell |
8,111
-8,364
| -51% | -$298K | 0.03% | 143 |
|
|
2019
Q4 | $889K | Hold |
16,475
| – | – | 0.08% | 126 |
|
|
2019
Q3 | $890K | Sell |
16,475
-950
| -5% | -$51.3K | 0.09% | 117 |
|
|
2019
Q2 | $885K | Sell |
17,425
-600
| -3% | -$30.5K | 0.09% | 111 |
|
|
2019
Q1 | $936K | Sell |
18,025
-1,190
| -6% | -$61.8K | 0.1% | 112 |
|
|
2018
Q4 | $893K | Sell |
19,215
-1,450
| -7% | -$67.4K | 0.11% | 105 |
|
|
2018
Q3 | $1.29M | Hold |
20,665
| – | – | 0.14% | 102 |
|
|
2018
Q2 | $1.05M | Sell |
20,665
-150
| -0.7% | -$7.63K | 0.12% | 105 |
|
|
2018
Q1 | $1.19M | Buy |
20,815
+425
| +2% | +$24.3K | 0.15% | 102 |
|
|
2017
Q4 | $1.34M | Buy |
20,390
+11,160
| +121% | +$731K | 0.16% | 98 |
|
|
2017
Q3 | $517K | Buy |
9,230
+2,050
| +29% | +$115K | 0.07% | 135 |
|
|
2017
Q2 | $446K | Buy |
7,180
+1,825
| +34% | +$113K | 0.06% | 146 |
|
|
2017
Q1 | $288K | Buy |
+5,355
| New | +$288K | 0.04% | 171 |
|