Mark Sheptoff Financial Planning’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$12.8K	0.03%	181
2021 Q2	$66K	Buy	1,250 +250	+25%	+$13.2K	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%	-$62	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%	-$2.54K	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%	+$2.5K	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	+$24K	0.02%	224