Lehman Financial Resources’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,500
| Closed | -$57K | – | 217 |
|
|
2015
Q3 | $57K | Hold |
1,500
| – | – | 0.03% | 136 |
|
|
2015
Q2 | $49K | Buy |
1,500
+500
| +50% | +$16.3K | 0.02% | 157 |
|
|
2015
Q1 | $44K | Hold |
1,000
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $42K | Buy |
1,000
+500
| +100% | +$21K | 0.02% | 158 |
|
|
2014
Q3 | $17K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2014
Q2 | $13K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2014
Q1 | $12K | Sell |
500
-200
| -29% | -$4.8K | 0.01% | 272 |
|
|
2013
Q4 | $13K | Hold |
700
| – | – | 0.01% | 256 |
|
|
2013
Q3 | $10K | Buy |
+700
| New | +$10K | 0.01% | 255 |
|