Lauterbach Financial Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
8,038
| – | – | 0.14% | 70 |
|
|
2025
Q1 | $270K | Hold |
8,038
| – | – | 0.17% | 61 |
|
|
2024
Q4 | $270K | Hold |
8,038
| – | – | 0.16% | 56 |
|
|
2024
Q3 | $238K | Hold |
8,038
| – | – | 0.14% | 61 |
|
|
2024
Q2 | $201K | Hold |
8,038
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $235K | Hold |
8,038
| – | – | 0.15% | 60 |
|
|
2023
Q4 | $232K | Hold |
8,038
| – | – | 0.16% | 59 |
|
|
2023
Q3 | $218K | Hold |
8,038
| – | – | 0.17% | 56 |
|
|
2023
Q2 | $291K | Buy |
8,038
+1,000
| +14% | +$36.2K | 0.22% | 45 |
|
|
2023
Q1 | $229K | Hold |
7,038
| – | – | 0.19% | 51 |
|
|
2022
Q4 | $237K | Hold |
7,038
| – | – | 0.21% | 46 |
|
|
2022
Q3 | $217K | Buy |
+7,038
| New | +$217K | 0.22% | 47 |
|