Kathleen S. Wright Associates’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
Sell
-628
Closed -$21.1K 250
2025
Q1
$21.1K Hold
628
0.01% 189
2024
Q4
$21.1K Hold
628
0.01% 189
2024
Q3
$18.6K Buy
+628
New +$18.6K 0.01% 211