JNBA Financial Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$549 | – | 707 |
|
|
2023
Q4 | $549 | Sell |
19
-20
| -51% | -$578 | ﹤0.01% | 673 |
|
|
2023
Q3 | $1.06K | Buy |
39
+19
| +95% | +$514 | ﹤0.01% | 666 |
|
|
2023
Q2 | $725 | Buy |
+20
| New | +$725 | ﹤0.01% | 677 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 777 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 792 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 628 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$2K | – | 480 |
|
|
2016
Q4 | $2K | Sell |
40
-1,798
| -98% | -$89.9K | ﹤0.01% | 451 |
|
|
2016
Q3 | $71K | Buy |
1,838
+1,798
| +4,495% | +$69.5K | 0.01% | 441 |
|
|
2016
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 470 |
|
|
2016
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2015
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 468 |
|
|
2015
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 469 |
|
|
2015
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 504 |
|
|
2015
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 482 |
|
|
2014
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 557 |
|