Mark Sheptoff Financial Planning’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$36.2K | – | 397 |
|
|
2023
Q2 | $36.2K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $32.5K | Hold |
1,000
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $33.7K | Hold |
1,000
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $31K | Hold |
1,000
| – | – | 0.02% | 173 |
|
|
2022
Q2 | $36K | Hold |
1,000
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $46K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2021
Q4 | $43K | Hold |
1,000
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $51K | Sell |
1,000
-250
| -20% | -$12.6K | 0.03% | 181 |
|
|
2021
Q2 | $66K | Buy |
1,250
+250
| +25% | +$15K | 0.04% | 164 |
|
|
2021
Q1 | $61K | Hold |
1,000
| – | – | 0.04% | 151 |
|
|
2020
Q4 | $47K | Hold |
1,000
| – | – | 0.03% | 162 |
|
|
2020
Q3 | $38K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $34K | Hold |
1,000
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $36K | Hold |
1,000
| – | – | 0.03% | 151 |
|
|
2019
Q4 | $54K | Hold |
1,000
| – | – | 0.03% | 146 |
|
|
2019
Q3 | $54K | Hold |
1,000
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $51K | Hold |
1,000
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $52K | Hold |
1,000
| – | – | 0.04% | 146 |
|
|
2018
Q4 | $46K | Hold |
1,000
| – | – | 0.04% | 140 |
|
|
2018
Q3 | $62K | Hold |
1,000
| – | – | 0.04% | 149 |
|
|
2018
Q2 | $51K | Hold |
1,000
| – | – | 0.04% | 156 |
|
|
2018
Q1 | $57K | Hold |
1,000
| – | – | 0.04% | 153 |
|
|
2017
Q4 | $65K | Hold |
1,000
| – | – | 0.04% | 163 |
|
|
2017
Q3 | $56K | Hold |
1,000
| – | – | 0.04% | 169 |
|
|
2017
Q2 | $62K | Sell |
1,000
-1
| -0.1% | -$58 | 0.04% | 162 |
|
|
2017
Q1 | $54K | Buy |
1,001
+1
| +0.1% | +$54 | 0.04% | 176 |
|
|
2016
Q4 | $50K | Hold |
1,000
| – | – | 0.04% | 180 |
|
|
2016
Q3 | $39K | Hold |
1,000
| – | – | 0.03% | 182 |
|
|
2016
Q2 | $39K | Sell |
1,000
-65
| -6% | -$2.78K | 0.03% | 172 |
|
|
2016
Q1 | $48K | Hold |
1,065
| – | – | 0.04% | 155 |
|
|
2015
Q4 | $46K | Hold |
1,065
| – | – | 0.04% | 170 |
|
|
2015
Q3 | $41K | Buy |
1,065
+65
| +7% | +$2.4K | 0.04% | 171 |
|
|
2015
Q2 | $33K | Hold |
1,000
| – | – | 0.03% | 194 |
|
|
2015
Q1 | $44K | Hold |
1,000
| – | – | 0.04% | 175 |
|
|
2014
Q4 | $42K | Hold |
1,000
| – | – | 0.04% | 178 |
|
|
2014
Q3 | $34K | Hold |
1,000
| – | – | 0.03% | 191 |
|
|
2014
Q2 | $27K | Hold |
1,000
| – | – | 0.02% | 205 |
|
|
2014
Q1 | $24K | Buy |
+1,000
| New | +$21.9K | 0.02% | 224 |
|
Other funds holding LUV
PI
Mark Sheptoff Financial Planning's LUV Position: Q3 2023 in Review
Mark Sheptoff Financial Planning sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 1,000 shares — an estimated $36.2K sold.
Mark Sheptoff Financial Planning first reported a position in LUV in Q1 2014 and held it in 38 quarters. The position peaked at $66K in Q2 2021. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.
- Mark Sheptoff Financial Planning reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 1,000 Southwest Airlines shares in Q3 2023, an estimated $36.2K.
- Mark Sheptoff Financial Planning first reported a position in Southwest Airlines in Q1 2014 and held it in 38 quarters.
- Mark Sheptoff Financial Planning's Southwest Airlines position peaked at $66K in Q2 2021.
- 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.
Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.