Kings Point Capital Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,277
| Closed | -$61K | – | 322 |
|
|
2014
Q2 | $61K | Sell |
2,277
-510
| -18% | -$13.7K | 0.02% | 170 |
|
|
2014
Q1 | $66K | Buy |
2,787
+510
| +22% | +$12.1K | 0.02% | 152 |
|
|
2013
Q4 | $43K | Hold |
2,277
| – | – | 0.02% | 178 |
|
|
2013
Q3 | $33K | Hold |
2,277
| – | – | 0.01% | 204 |
|
|
2013
Q2 | $29K | Buy |
+2,277
| New | +$29K | 0.01% | 219 |
|