Lee Financial’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 | $297K | Buy |
9,097
+57
| +0.6% | +$1.86K | 0.04% | 119 |
|
|
2025
Q1 | $305K | Sell |
9,040
-273
| -3% | -$9.21K | 0.05% | 117 |
|
|
2024
Q4 | $315K | Sell |
9,313
-3,445
| -27% | -$116K | 0.04% | 142 |
|
|
2024
Q3 | $378K | Buy |
12,758
+626
| +5% | +$18.5K | 0.05% | 128 |
|
|
2024
Q2 | $349K | Buy |
12,132
+1,200
| +11% | +$34.5K | 0.06% | 111 |
|
|
2024
Q1 | $319K | Buy |
10,932
+647
| +6% | +$18.9K | 0.05% | 118 |
|
|
2023
Q4 | $299K | Buy |
10,285
+150
| +1% | +$4.36K | 0.05% | 114 |
|
|
2023
Q3 | $274K | Buy |
10,135
+43
| +0.4% | +$1.16K | 0.05% | 112 |
|
|
2023
Q2 | $367K | Sell |
10,092
-56
| -0.6% | -$2.04K | 0.06% | 100 |
|
|
2023
Q1 | $330K | Buy |
10,148
+33
| +0.3% | +$1.07K | 0.06% | 106 |
|
|
2022
Q4 | $341K | Buy |
10,115
+56
| +0.6% | +$1.89K | 0.06% | 116 |
|
|
2022
Q3 | $310K | Sell |
10,059
-39
| -0.4% | -$1.2K | 0.06% | 117 |
|
|
2022
Q2 | $365K | Sell |
10,098
-356
| -3% | -$12.9K | 0.07% | 109 |
|
|
2022
Q1 | $479K | Buy |
10,454
+355
| +4% | +$16.3K | 0.09% | 96 |
|
|
2021
Q4 | $433K | Sell |
10,099
-50
| -0.5% | -$2.14K | 0.08% | 106 |
|
|
2021
Q3 | $522K | Hold |
10,149
| – | – | 0.11% | 93 |
|
|
2021
Q2 | $539K | Buy |
10,149
+2,224
| +28% | +$118K | 0.11% | 89 |
|
|
2021
Q1 | $484K | Buy |
7,925
+100
| +1% | +$6.11K | 0.11% | 90 |
|
|
2020
Q4 | $365K | Buy |
7,825
+1,500
| +24% | +$70K | 0.09% | 94 |
|
|
2020
Q3 | $237K | Hold |
6,325
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $216K | Sell |
6,325
-200
| -3% | -$6.83K | 0.06% | 115 |
|
|
2020
Q1 | $232K | Sell |
6,525
-5
| -0.1% | -$178 | 0.08% | 99 |
|
|
2019
Q4 | $352K | Sell |
6,530
-104
| -2% | -$5.61K | 0.08% | 98 |
|
|
2019
Q3 | $358K | Buy |
6,634
+1
| +0% | +$54 | 0.08% | 100 |
|
|
2019
Q2 | $337K | Sell |
6,633
-99
| -1% | -$5.03K | 0.08% | 101 |
|
|
2019
Q1 | $349K | Buy |
6,732
+1
| +0% | +$52 | 0.08% | 95 |
|
|
2018
Q4 | $313K | Hold |
6,731
| – | – | 0.08% | 91 |
|
|
2018
Q3 | $420K | Sell |
6,731
-999
| -13% | -$62.3K | 0.1% | 86 |
|
|
2018
Q2 | $393K | Sell |
7,730
-1,050
| -12% | -$53.4K | 0.09% | 96 |
|
|
2018
Q1 | $503K | Buy |
8,780
+2,255
| +35% | +$129K | 0.13% | 85 |
|
|
2017
Q4 | $427K | Hold |
6,525
| – | – | 0.12% | 87 |
|
|
2017
Q3 | $365K | Buy |
6,525
+200
| +3% | +$11.2K | 0.12% | 86 |
|
|
2017
Q2 | $393K | Sell |
6,325
-500
| -7% | -$31.1K | 0.14% | 86 |
|
|
2017
Q1 | $367K | Sell |
6,825
-500
| -7% | -$26.9K | 0.15% | 88 |
|
|
2016
Q4 | $365K | Buy |
+7,325
| New | +$365K | 0.2% | 81 |
|