LifeSteps Financial’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,689
| Closed | -$78.5K | – | 262 |
|
|
2024
Q1 | $78.5K | Buy |
+2,689
| New | +$78.5K | 0.06% | 120 |
|
|
2022
Q3 | – | Sell |
-7,004
| Closed | -$253K | – | 75 |
|
|
2022
Q2 | $253K | Sell |
7,004
-565
| -7% | -$20.4K | 0.26% | 63 |
|
|
2022
Q1 | $347K | Sell |
7,569
-3,185
| -30% | -$146K | 0.26% | 62 |
|
|
2021
Q4 | $461K | Sell |
10,754
-866
| -7% | -$37.1K | 0.33% | 49 |
|
|
2021
Q3 | $598K | Buy |
11,620
+340
| +3% | +$17.5K | 0.46% | 40 |
|
|
2021
Q2 | $599K | Buy |
11,280
+1,788
| +19% | +$94.9K | 0.46% | 41 |
|
|
2021
Q1 | $580K | Buy |
9,492
+3,792
| +67% | +$232K | 0.48% | 39 |
|
|
2020
Q4 | $266K | Buy |
+5,700
| New | +$266K | 0.24% | 67 |
|