Liberty Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,808
| Closed | -$210K | – | 212 |
|
|
2023
Q1 | $210K | Buy |
+6,808
| New | +$210K | 0.04% | 214 |
|
|
2021
Q4 | – | Sell |
-830
| Closed | -$43K | – | 710 |
|
|
2021
Q3 | $43K | Buy |
830
+41
| +5% | +$2.12K | 0.02% | 454 |
|
|
2021
Q2 | $42K | Buy |
789
+152
| +24% | +$8.09K | 0.02% | 355 |
|
|
2021
Q1 | $28K | Hold |
637
| – | – | 0.01% | 400 |
|
|
2020
Q4 | $28K | Hold |
637
| – | – | 0.01% | 396 |
|
|
2020
Q3 | $24K | Sell |
637
-20
| -3% | -$754 | 0.01% | 369 |
|
|
2020
Q2 | $22K | Buy |
657
+637
| +3,185% | +$21.3K | 0.02% | 371 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 841 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 804 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 836 |
|
|
2019
Q1 | $1K | Sell |
20
-66
| -77% | -$3.3K | ﹤0.01% | 687 |
|
|
2018
Q4 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 596 |
|