Lenox Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11K | Buy |
272
+60
| +28% | +$2.43K | ﹤0.01% | 473 |
|
|
2021
Q4 | $9K | Buy |
212
+12
| +6% | +$509 | ﹤0.01% | 528 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 464 |
|
|
2021
Q1 | – | Sell |
-520
| Closed | -$24K | – | 730 |
|
|
2020
Q4 | $24K | Buy |
+520
| New | +$24K | ﹤0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$2K | – | 388 |
|
|
2018
Q3 | $2K | Sell |
33
-107
| -76% | -$6.49K | ﹤0.01% | 371 |
|
|
2018
Q2 | $7K | Sell |
140
-350
| -71% | -$17.5K | ﹤0.01% | 417 |
|
|
2018
Q1 | $28K | Buy |
490
+447
| +1,040% | +$25.5K | 0.01% | 227 |
|
|
2017
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 289 |
|