MBM Wealth Consultants’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
23,473
+6,310
| +37% | +$205K | 0.2% | 61 |
|
|
2025
Q1 | $579K | Buy |
17,163
+811
| +5% | +$27.4K | 0.17% | 61 |
|
|
2024
Q4 | $546K | Buy |
16,352
+1,676
| +11% | +$55.9K | 0.16% | 60 |
|
|
2024
Q3 | $435K | Buy |
+14,676
| New | +$435K | 0.14% | 64 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$3K | – | 294 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $3K | Sell |
60
-155
| -72% | -$7.75K | ﹤0.01% | 260 |
|
|
2021
Q3 | $11K | Buy |
215
+155
| +258% | +$7.93K | 0.01% | 228 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 243 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2020
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 207 |
|