L.M. Kohn & Company’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,667
| Closed | -$205K | – | 249 |
|
|
2023
Q2 | $205K | Buy |
+5,667
| New | +$205K | 0.08% | 216 |
|
|
2023
Q1 | – | Sell |
-6,023
| Closed | -$203K | – | 233 |
|
|
2022
Q4 | $203K | Sell |
6,023
-550
| -8% | -$18.5K | 0.09% | 200 |
|
|
2022
Q3 | $203K | Sell |
6,573
-896
| -12% | -$27.7K | 0.1% | 195 |
|
|
2022
Q2 | $270K | Sell |
7,469
-150
| -2% | -$5.42K | 0.13% | 177 |
|
|
2022
Q1 | $349K | Buy |
+7,619
| New | +$349K | 0.13% | 173 |
|