Lido 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 | $1.28M | Buy |
39,297
+16,078
| +69% | +$523K | 0.01% | 671 |
|
|
2025
Q1 | $783K | Buy |
23,219
+5,396
| +30% | +$182K | ﹤0.01% | 818 |
|
|
2024
Q4 | $602K | Sell |
17,823
-2,194
| -11% | -$74.1K | ﹤0.01% | 868 |
|
|
2024
Q3 | $593K | Buy |
20,017
+639
| +3% | +$18.9K | ﹤0.01% | 814 |
|
|
2024
Q2 | $558K | Sell |
19,378
-238,260
| -92% | -$6.86M | ﹤0.01% | 805 |
|
|
2024
Q1 | $7.52M | Buy |
257,638
+10,350
| +4% | +$302K | 0.04% | 206 |
|
|
2023
Q4 | $7.19M | Buy |
247,288
+222,664
| +904% | +$6.47M | 0.05% | 202 |
|
|
2023
Q3 | $667K | Sell |
24,624
-3,378
| -12% | -$91.4K | 0.01% | 599 |
|
|
2023
Q2 | $1.01M | Buy |
28,002
+1,660
| +6% | +$60.1K | 0.01% | 482 |
|
|
2023
Q1 | $857K | Buy |
26,342
+8,026
| +44% | +$261K | 0.01% | 466 |
|
|
2022
Q4 | $617K | Buy |
18,316
+4,204
| +30% | +$142K | 0.01% | 473 |
|
|
2022
Q3 | $435K | Sell |
14,112
-83
| -0.6% | -$2.56K | 0.01% | 521 |
|
|
2022
Q2 | $512K | Sell |
14,195
-1,129
| -7% | -$40.7K | 0.01% | 468 |
|
|
2022
Q1 | $701K | Sell |
15,324
-73
| -0.5% | -$3.34K | 0.01% | 428 |
|
|
2021
Q4 | $659K | Buy |
15,397
+1,318
| +9% | +$56.4K | 0.01% | 462 |
|
|
2021
Q3 | $724K | Sell |
14,079
-349
| -2% | -$17.9K | 0.01% | 419 |
|
|
2021
Q2 | $766K | Sell |
14,428
-1,090
| -7% | -$57.9K | 0.01% | 386 |
|
|
2021
Q1 | $948K | Sell |
15,518
-92,103
| -86% | -$5.63M | 0.02% | 315 |
|
|
2020
Q4 | $5.02M | Buy |
107,621
+9,841
| +10% | +$459K | 0.1% | 108 |
|
|
2020
Q3 | $3.67M | Buy |
97,780
+11,321
| +13% | +$425K | 0.09% | 108 |
|
|
2020
Q2 | $2.96M | Buy |
+86,459
| New | +$2.96M | 0.09% | 117 |
|
|
2020
Q1 | – | Sell |
-6,203
| Closed | -$336K | – | 568 |
|
|
2019
Q4 | $336K | Buy |
6,203
+1,014
| +20% | +$54.9K | 0.01% | 418 |
|
|
2019
Q3 | $280K | Sell |
5,189
-278
| -5% | -$15K | 0.01% | 414 |
|
|
2019
Q2 | $277K | Buy |
5,467
+403
| +8% | +$20.4K | 0.02% | 404 |
|
|
2019
Q1 | $262K | Sell |
5,064
-1,369
| -21% | -$70.8K | 0.02% | 386 |
|
|
2018
Q4 | $300K | Buy |
6,433
+1,607
| +33% | +$74.9K | 0.03% | 289 |
|
|
2018
Q3 | $301K | Sell |
4,826
-104
| -2% | -$6.49K | 0.03% | 315 |
|
|
2018
Q2 | $250K | Buy |
4,930
+339
| +7% | +$17.2K | 0.03% | 324 |
|
|
2018
Q1 | $262K | Sell |
4,591
-659
| -13% | -$37.6K | 0.04% | 290 |
|
|
2017
Q4 | $343K | Buy |
+5,250
| New | +$343K | 0.05% | 193 |
|
|
2016
Q3 | – | Sell |
-7,374
| Closed | -$289K | – | 173 |
|
|
2016
Q2 | $289K | Buy |
7,374
+774
| +12% | +$30.3K | 0.09% | 114 |
|
|
2016
Q1 | $296K | Buy |
+6,600
| New | +$296K | 0.1% | 97 |
|