Laurel Wealth Advisors (North Carolina)’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$237 | – | 673 |
|
|
2024
Q1 | $237 | Hold |
9
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $233 | Hold |
9
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $219 | Buy |
9
+5
| +125% | +$122 | ﹤0.01% | 568 |
|
|
2023
Q2 | $110 | Hold |
4
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $99 | Buy |
4
+1
| +33% | +$25 | ﹤0.01% | 572 |
|
|
2022
Q4 | $102 | Buy |
+3
| New | +$102 | ﹤0.01% | 552 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 671 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $0 | Sell |
3
-35
| -92% | – | ﹤0.01% | 684 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 598 |
|
|
2021
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $2K | Buy |
38
+3
| +9% | +$158 | ﹤0.01% | 549 |
|
|
2020
Q3 | $1K | Sell |
35
-100
| -74% | -$2.86K | ﹤0.01% | 510 |
|
|
2020
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 417 |
|
|
2020
Q1 | $5K | Sell |
135
-165
| -55% | -$6.11K | ﹤0.01% | 412 |
|
|
2019
Q4 | $16K | Sell |
300
-200
| -40% | -$10.7K | 0.01% | 344 |
|
|
2019
Q3 | $27K | Hold |
500
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $25K | Hold |
500
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $26K | Hold |
500
| – | – | 0.01% | 286 |
|
|
2018
Q4 | $23K | Buy |
+500
| New | +$23K | 0.01% | 286 |
|