L.J. Altfest & Co’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,456
| Closed | -$486K | – | 257 |
|
|
2021
Q3 | $486K | Buy |
+9,456
| New | +$486K | 0.1% | 144 |
|
|
2018
Q4 | – | Sell |
-8,631
| Closed | -$539K | – | 172 |
|
|
2018
Q3 | $539K | Sell |
8,631
-24
| -0.3% | -$1.5K | 0.16% | 101 |
|
|
2018
Q2 | $440K | Buy |
+8,655
| New | +$440K | 0.16% | 110 |
|
|
2017
Q3 | – | Sell |
-14,413
| Closed | -$896K | – | 143 |
|
|
2017
Q2 | $896K | Buy |
+14,413
| New | +$896K | 0.54% | 57 |
|
|
2017
Q1 | – | Sell |
-31,856
| Closed | -$1.59M | – | 144 |
|
|
2016
Q4 | $1.59M | Sell |
31,856
-378
| -1% | -$18.8K | 0.79% | 32 |
|
|
2016
Q3 | $1.25M | Buy |
32,234
+1
| +0% | +$39 | 0.84% | 47 |
|
|
2016
Q2 | $1.26M | Buy |
+32,233
| New | +$1.26M | 0.88% | 49 |
|