Kestra Private Wealth Services’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
$456K Sell
14,044
-1,727
-11% -$56K 0.01% 1080
2025
Q1
$530K Sell
15,771
-205
-1% -$6.88K 0.01% 932
2024
Q4
$537K Buy
15,976
+6,138
+62% +$206K 0.01% 889
2024
Q3
$292K Sell
9,838
-29,538
-75% -$875K 0.01% 1091
2024
Q2
$1.13M Sell
39,376
-2,070
-5% -$59.2K 0.02% 537
2024
Q1
$1.21M Sell
41,446
-1,547
-4% -$45.2K 0.03% 508
2023
Q4
$1.24M Buy
42,993
+1,929
+5% +$55.7K 0.03% 465
2023
Q3
$1.11M Sell
41,064
-2,324
-5% -$62.9K 0.03% 437
2023
Q2
$1.57M Sell
43,388
-2,207
-5% -$79.9K 0.05% 345
2023
Q1
$1.48M Buy
45,595
+1,250
+3% +$40.7K 0.06% 330
2022
Q4
$1.49M Buy
44,345
+1,456
+3% +$49K 0.08% 291
2022
Q3
$1.32M Sell
42,889
-309
-0.7% -$9.53K 0.08% 282
2022
Q2
$1.56M Sell
43,198
-8,189
-16% -$296K 0.09% 258
2022
Q1
$2.35M Sell
51,387
-303
-0.6% -$13.9K 0.12% 192
2021
Q4
$2.21M Buy
51,690
+2,486
+5% +$106K 0.11% 205
2021
Q3
$2.53M Buy
49,204
+11,903
+32% +$612K 0.14% 162
2021
Q2
$1.98M Buy
37,301
+169
+0.5% +$8.97K 0.12% 190
2021
Q1
$2.27M Sell
37,132
-2,586
-7% -$158K 0.16% 155
2020
Q4
$1.84M Sell
39,718
-5,197
-12% -$241K 0.14% 175
2020
Q3
$1.68M Buy
+44,915
New +$1.68M 0.15% 156