M Holdings Securities’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
Hold
0
319
2023
Q1
Sell
-9,136
Closed -$308K 417
2022
Q4
$308K Sell
9,136
-21
-0.2% -$708 0.03% 333
2022
Q3
$282K Sell
9,157
-281
-3% -$8.65K 0.03% 333
2022
Q2
$341K Sell
9,438
-3,045
-24% -$110K 0.03% 313
2022
Q1
$572K Buy
+12,483
New +$572K 0.04% 273