LGT 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 | $7.47K | Hold |
230
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $7.72K | Buy |
230
+1
| +0.4% | +$34 | 0.02% | 186 |
|
|
2024
Q4 | $7.71K | Hold |
229
| – | – | 0.02% | 486 |
|
|
2024
Q3 | $6.79K | Sell |
229
-324
| -59% | -$9.61K | 0.02% | 476 |
|
|
2024
Q2 | $15.8K | Sell |
553
-253
| -31% | -$7.24K | 0.03% | 367 |
|
|
2024
Q1 | $23.5K | Buy |
806
+5
| +0.6% | +$146 | 0.03% | 333 |
|
|
2023
Q4 | $23.1K | Hold |
801
| – | – | 0.03% | 322 |
|
|
2023
Q3 | $21.7K | Buy |
+801
| New | +$21.7K | 0.03% | 327 |
|