Jaffetilchin Investment Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-743
| Closed | -$22K | – | 882 |
|
2024
Q3 | $22K | Buy |
+743
| New | +$22K | ﹤0.01% | 736 |
|
2018
Q2 | – | Sell |
-7,483
| Closed | -$429K | – | 345 |
|
2018
Q1 | $429K | Buy |
7,483
+347
| +5% | +$19.9K | 0.1% | 184 |
|
2017
Q4 | $467K | Buy |
+7,136
| New | +$467K | 0.16% | 119 |
|
2017
Q3 | – | Sell |
-7,679
| Closed | -$477K | – | 297 |
|
2017
Q2 | $477K | Buy |
+7,679
| New | +$477K | 0.16% | 112 |
|
2016
Q4 | – | Sell |
-21,892
| Closed | -$851K | – | 283 |
|
2016
Q3 | $851K | Buy |
21,892
+2,274
| +12% | +$88.4K | 0.27% | 54 |
|
2016
Q2 | $769K | Buy |
+19,618
| New | +$769K | 0.23% | 60 |
|
2016
Q1 | – | Sell |
-6,209
| Closed | -$267K | – | 220 |
|
2015
Q4 | $267K | Buy |
+6,209
| New | +$267K | 0.09% | 157 |
|
2015
Q2 | – | Sell |
-10,322
| Closed | -$457K | – | 229 |
|
2015
Q1 | $457K | Sell |
10,322
-17,499
| -63% | -$775K | 0.14% | 114 |
|
2014
Q4 | $1.18M | Buy |
27,821
+14,870
| +115% | +$629K | 0.39% | 36 |
|
2014
Q3 | $437K | Sell |
12,951
-1,042
| -7% | -$35.2K | 0.16% | 88 |
|
2014
Q2 | $376K | Buy |
+13,993
| New | +$376K | 0.13% | 130 |
|