LBMC Investment 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 | $209K | Buy |
6,458
+18
| +0.3% | +$584 | 0.01% | 202 |
|
|
2025
Q1 | $216K | Buy |
6,440
+18
| +0.3% | +$604 | 0.02% | 191 |
|
|
2024
Q4 | $216K | Buy |
+6,422
| New | +$216K | 0.02% | 188 |
|
|
2021
Q3 | – | Sell |
-6,404
| Closed | -$340K | – | 166 |
|
|
2021
Q2 | $340K | Buy |
6,404
+100
| +2% | +$5.31K | 0.03% | 112 |
|
|
2021
Q1 | $385K | Buy |
6,304
+383
| +6% | +$23.4K | 0.04% | 96 |
|
|
2020
Q4 | $276K | Buy |
5,921
+250
| +4% | +$11.7K | 0.03% | 101 |
|
|
2020
Q3 | $213K | Buy |
+5,671
| New | +$213K | 0.03% | 111 |
|