Jupiter Asset Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-61,994
| Closed | -$2.24M | – | 541 |
|
2023
Q2 | $2.24M | Buy |
+61,994
| New | +$2.24M | 0.02% | 367 |
|
2022
Q1 | – | Sell |
-6,873
| Closed | -$294K | – | 572 |
|
2021
Q4 | $294K | Sell |
6,873
-939
| -12% | -$40.2K | ﹤0.01% | 517 |
|
2021
Q3 | $402K | Sell |
7,812
-130
| -2% | -$6.69K | ﹤0.01% | 496 |
|
2021
Q2 | $422K | Sell |
7,942
-1,732
| -18% | -$92K | ﹤0.01% | 506 |
|
2021
Q1 | $591K | Buy |
9,674
+1,219
| +14% | +$74.5K | 0.01% | 473 |
|
2020
Q4 | $394K | Buy |
+8,455
| New | +$394K | ﹤0.01% | 531 |
|