Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-41,174
| Closed | -$2.22M | – | 118 |
|
|
2019
Q4 | $2.22M | Buy |
41,174
+1,938
| +5% | +$105K | 0.73% | 64 |
|
|
2019
Q3 | $2.12M | Buy |
39,236
+4,179
| +12% | +$226K | 0.77% | 63 |
|
|
2019
Q2 | $1.78M | Buy |
35,057
+1,751
| +5% | +$88.9K | 0.69% | 64 |
|
|
2019
Q1 | $1.73M | Buy |
33,306
+5,516
| +20% | +$286K | 0.71% | 65 |
|
|
2018
Q4 | $1.29M | Sell |
27,790
-5,075
| -15% | -$236K | 0.62% | 64 |
|
|
2018
Q3 | $2.05M | Buy |
32,865
+367
| +1% | +$22.9K | 0.91% | 50 |
|
|
2018
Q2 | $1.65M | Buy |
32,498
+3,087
| +10% | +$157K | 0.81% | 55 |
|
|
2018
Q1 | $1.69M | Buy |
29,411
+5,185
| +21% | +$297K | 0.88% | 47 |
|
|
2017
Q4 | $1.59M | Buy |
24,226
+56
| +0.2% | +$3.67K | 0.86% | 53 |
|
|
2017
Q3 | $1.35M | Buy |
24,170
+2,893
| +14% | +$162K | 0.76% | 54 |
|
|
2017
Q2 | $1.32M | Buy |
21,277
+3,617
| +20% | +$225K | 0.8% | 54 |
|
|
2017
Q1 | $949K | Buy |
+17,660
| New | +$949K | 0.63% | 60 |
|