JFS Wealth Advisors’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 | $35.5K | Buy |
1,093
+30
| +3% | +$973 | ﹤0.01% | 536 |
|
|
2025
Q1 | $35.7K | Sell |
1,063
-935
| -47% | -$31.4K | ﹤0.01% | 540 |
|
|
2024
Q4 | $67.2K | Sell |
1,998
-3
| -0.1% | -$101 | ﹤0.01% | 412 |
|
|
2024
Q3 | $59.3K | Buy |
2,001
+1,095
| +121% | +$32.4K | ﹤0.01% | 440 |
|
|
2024
Q2 | $25.9K | Buy |
906
+26
| +3% | +$744 | ﹤0.01% | 546 |
|
|
2024
Q1 | $25.7K | Buy |
880
+146
| +20% | +$4.26K | ﹤0.01% | 574 |
|
|
2023
Q4 | $21.2K | Sell |
734
-40
| -5% | -$1.16K | ﹤0.01% | 572 |
|
|
2023
Q3 | $21K | Sell |
774
-76
| -9% | -$2.06K | ﹤0.01% | 538 |
|
|
2023
Q2 | $30.8K | Sell |
850
-61
| -7% | -$2.21K | ﹤0.01% | 447 |
|
|
2023
Q1 | $29.6K | Buy |
911
+16
| +2% | +$521 | ﹤0.01% | 446 |
|
|
2022
Q4 | $30.1K | Sell |
895
-1
| -0.1% | -$34 | ﹤0.01% | 442 |
|
|
2022
Q3 | $28K | Buy |
896
+91
| +11% | +$2.84K | ﹤0.01% | 493 |
|
|
2022
Q2 | $29K | Sell |
805
-61
| -7% | -$2.2K | ﹤0.01% | 511 |
|
|
2022
Q1 | $40K | Buy |
866
+98
| +13% | +$4.53K | ﹤0.01% | 470 |
|
|
2021
Q4 | $33K | Sell |
768
-332
| -30% | -$14.3K | ﹤0.01% | 486 |
|
|
2021
Q3 | $57K | Hold |
1,100
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $58K | Hold |
1,100
| – | – | 0.01% | 260 |
|
|
2021
Q1 | $67K | Buy |
1,100
+200
| +22% | +$12.2K | 0.01% | 223 |
|
|
2020
Q4 | $42K | Buy |
900
+200
| +29% | +$9.33K | 0.01% | 262 |
|
|
2020
Q3 | $26K | Hold |
700
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $24K | Hold |
700
| – | – | 0.01% | 289 |
|
|
2020
Q1 | $25K | Hold |
700
| – | – | 0.01% | 259 |
|
|
2019
Q4 | $38K | Hold |
700
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $38K | Buy |
700
+200
| +40% | +$10.9K | 0.01% | 256 |
|
|
2019
Q2 | $25K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $26K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $23K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $31K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $25K | Hold |
500
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $29K | Buy |
+500
| New | +$29K | 0.01% | 283 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$2K | – | 573 |
|
|
2016
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 523 |
|