Investors Capital Advisory Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $274K | Sell |
6,995
-1,368
| -16% | -$53.6K | 0.05% | 474 |
|
2016
Q1 | $374K | Sell |
8,363
-2,300
| -22% | -$103K | 0.07% | 361 |
|
2015
Q4 | $459K | Sell |
10,663
-1,677
| -14% | -$72.2K | 0.09% | 320 |
|
2015
Q3 | $469K | Sell |
12,340
-3,838
| -24% | -$146K | 0.09% | 298 |
|
2015
Q2 | $535K | Sell |
16,178
-1,379
| -8% | -$45.6K | 0.1% | 293 |
|
2015
Q1 | $777K | Buy |
17,557
+1,283
| +8% | +$56.8K | 0.14% | 212 |
|
2014
Q4 | $688K | Buy |
16,274
+673
| +4% | +$28.5K | 0.13% | 222 |
|
2014
Q3 | $526K | Sell |
15,601
-9,100
| -37% | -$307K | 0.1% | 285 |
|
2014
Q2 | $663K | Buy |
24,701
+90
| +0.4% | +$2.42K | 0.11% | 278 |
|
2014
Q1 | $581K | Buy |
24,611
+850
| +4% | +$20.1K | 0.13% | 244 |
|
2013
Q4 | $447K | Buy |
23,761
+450
| +2% | +$8.47K | 0.1% | 285 |
|
2013
Q3 | $339K | Buy |
23,311
+2,890
| +14% | +$42K | 0.09% | 320 |
|
2013
Q2 | $263K | Buy |
+20,421
| New | +$263K | 0.08% | 346 |
|