Lake Point Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50
| Closed | -$2K | – | 477 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2021
Q3 | $3K | Sell |
50
-78
| -61% | -$4.68K | ﹤0.01% | 286 |
|
|
2021
Q2 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 216 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$23K | – | 789 |
|
|
2018
Q4 | $23K | Buy |
+500
| New | +$23K | 0.01% | 334 |
|