Laird Norton Wetherby Wealth Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
+9,089
| New | +$295K | 0.01% | 732 |
|
|
2024
Q4 | $357K | Sell |
10,620
-926
| -8% | -$31.1K | 0.02% | 644 |
|
|
2024
Q3 | $342K | Sell |
11,546
-1,467
| -11% | -$43.5K | 0.02% | 685 |
|
|
2024
Q2 | $372K | Sell |
13,013
-791
| -6% | -$22.6K | 0.02% | 632 |
|
|
2024
Q1 | $403K | Sell |
13,804
-193
| -1% | -$5.63K | 0.02% | 629 |
|
|
2023
Q4 | $404K | Buy |
13,997
+4,441
| +46% | +$128K | 0.02% | 621 |
|
|
2023
Q3 | $259K | Sell |
9,556
-2,392
| -20% | -$64.8K | 0.01% | 728 |
|
|
2023
Q2 | $433K | Buy |
11,948
+1,269
| +12% | +$46K | 0.02% | 588 |
|
|
2023
Q1 | $347K | Sell |
10,679
-327
| -3% | -$10.6K | 0.02% | 659 |
|
|
2022
Q4 | $371K | Sell |
11,006
-1,257
| -10% | -$42.3K | 0.02% | 609 |
|
|
2022
Q3 | $378K | Buy |
12,263
+760
| +7% | +$23.4K | 0.03% | 577 |
|
|
2022
Q2 | $415K | Buy |
11,503
+636
| +6% | +$22.9K | 0.03% | 556 |
|
|
2022
Q1 | $498K | Buy |
10,867
+1,019
| +10% | +$46.7K | 0.03% | 521 |
|
|
2021
Q4 | $422K | Sell |
9,848
-655
| -6% | -$28.1K | 0.02% | 580 |
|
|
2021
Q3 | $540K | Sell |
10,503
-239
| -2% | -$12.3K | 0.03% | 476 |
|
|
2021
Q2 | $570K | Buy |
10,742
+1,494
| +16% | +$79.3K | 0.03% | 459 |
|
|
2021
Q1 | $565K | Sell |
9,248
-1,151
| -11% | -$70.3K | 0.04% | 402 |
|
|
2020
Q4 | $485K | Buy |
10,399
+1,223
| +13% | +$57K | 0.03% | 466 |
|
|
2020
Q3 | $344K | Buy |
9,176
+541
| +6% | +$20.3K | 0.03% | 483 |
|
|
2020
Q2 | $295K | Sell |
8,635
-1,573
| -15% | -$53.7K | 0.03% | 517 |
|
|
2020
Q1 | $364K | Sell |
10,208
-2,731
| -21% | -$97.4K | 0.04% | 398 |
|
|
2019
Q4 | $699K | Buy |
12,939
+1,224
| +10% | +$66.1K | 0.07% | 310 |
|
|
2019
Q3 | $633K | Buy |
11,715
+1,467
| +14% | +$79.3K | 0.07% | 327 |
|
|
2019
Q2 | $520K | Buy |
10,248
+250
| +3% | +$12.7K | 0.06% | 383 |
|
|
2019
Q1 | $519K | Sell |
9,998
-234
| -2% | -$12.1K | 0.06% | 354 |
|
|
2018
Q4 | $475K | Sell |
10,232
-627
| -6% | -$29.1K | 0.07% | 345 |
|
|
2018
Q3 | $678K | Buy |
10,859
+689
| +7% | +$43K | 0.08% | 273 |
|
|
2018
Q2 | $517K | Buy |
10,170
+353
| +4% | +$17.9K | 0.07% | 326 |
|
|
2018
Q1 | $563K | Sell |
9,817
-122
| -1% | -$7K | 0.08% | 315 |
|
|
2017
Q4 | $651K | Buy |
9,939
+93
| +0.9% | +$6.09K | 0.09% | 270 |
|
|
2017
Q3 | $551K | Buy |
9,846
+71
| +0.7% | +$3.97K | 0.08% | 310 |
|
|
2017
Q2 | $607K | Buy |
9,775
+163
| +2% | +$10.1K | 0.1% | 254 |
|
|
2017
Q1 | $517K | Buy |
9,612
+56
| +0.6% | +$3.01K | 0.09% | 279 |
|
|
2016
Q4 | $476K | Sell |
9,556
-495
| -5% | -$24.7K | 0.09% | 284 |
|
|
2016
Q3 | $390K | Sell |
10,051
-586
| -6% | -$22.7K | 0.08% | 311 |
|
|
2016
Q2 | $417K | Buy |
10,637
+377
| +4% | +$14.8K | 0.09% | 270 |
|
|
2016
Q1 | $459K | Sell |
10,260
-708
| -6% | -$31.7K | 0.11% | 227 |
|
|
2015
Q4 | $472K | Buy |
10,968
+287
| +3% | +$12.4K | 0.11% | 214 |
|
|
2015
Q3 | $407K | Buy |
10,681
+1,721
| +19% | +$65.6K | 0.1% | 235 |
|
|
2015
Q2 | $297K | Sell |
8,960
-399
| -4% | -$13.2K | 0.07% | 327 |
|
|
2015
Q1 | $415K | Sell |
9,359
-3
| -0% | -$133 | 0.1% | 248 |
|
|
2014
Q4 | $396K | Sell |
9,362
-477
| -5% | -$20.2K | 0.1% | 237 |
|
|
2014
Q3 | $333K | Sell |
9,839
-70
| -0.7% | -$2.37K | 0.09% | 277 |
|
|
2014
Q2 | $266K | Sell |
9,909
-195
| -2% | -$5.24K | 0.08% | 327 |
|
|
2014
Q1 | $239K | Sell |
10,104
-238
| -2% | -$5.63K | 0.07% | 345 |
|
|
2013
Q4 | $195K | Buy |
10,342
+195
| +2% | +$3.68K | 0.06% | 403 |
|
|
2013
Q3 | $148K | Buy |
+10,147
| New | +$148K | 0.05% | 386 |
|