KFS
Kaizen Financial Strategies’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,505
| Closed | -$212K | – | 119 |
|
|
2023
Q2 | $212K | Buy |
+5,505
| New | +$212K | 0.18% | 105 |
|
|
2023
Q1 | – | Sell |
-6,070
| Closed | -$225K | – | 109 |
|
|
2022
Q4 | $225K | Sell |
6,070
-2,800
| -32% | -$104K | 0.22% | 107 |
|
|
2022
Q3 | $274K | Sell |
8,870
-700
| -7% | -$21.6K | 0.28% | 83 |
|
|
2022
Q2 | $346K | Sell |
9,570
-100
| -1% | -$3.62K | 0.34% | 76 |
|
|
2022
Q1 | $443K | Sell |
9,670
-1,218
| -11% | -$55.8K | 0.35% | 70 |
|
|
2021
Q4 | $466K | Sell |
10,888
-2,212
| -17% | -$94.7K | 0.35% | 73 |
|
|
2021
Q3 | $674K | Buy |
+13,100
| New | +$674K | 0.54% | 56 |
|
|
2021
Q1 | – | Sell |
-16,014
| Closed | -$746K | – | 141 |
|
|
2020
Q4 | $746K | Buy |
+16,014
| New | +$746K | 0.83% | 33 |
|