Mendel Capital Management’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 | $221K | Sell |
6,806
-1
| -0% | -$32 | 0.13% | 89 |
|
|
2025
Q1 | $229K | Buy |
6,807
+1
| +0% | +$34 | 0.14% | 87 |
|
|
2024
Q4 | $229K | Hold |
6,806
| – | – | 0.14% | 85 |
|
|
2024
Q3 | $202K | Buy |
+6,806
| New | +$202K | 0.12% | 90 |
|
|
2024
Q2 | – | Sell |
-7,055
| Closed | -$206K | – | 100 |
|
|
2024
Q1 | $206K | Sell |
7,055
-198
| -3% | -$5.78K | 0.14% | 92 |
|
|
2023
Q4 | $209K | Buy |
+7,253
| New | +$209K | 0.15% | 86 |
|
|
2023
Q3 | – | Sell |
-7,252
| Closed | -$263K | – | 91 |
|
|
2023
Q2 | $263K | Hold |
7,252
| – | – | 0.21% | 75 |
|
|
2023
Q1 | $236K | Buy |
7,252
+1
| +0% | +$33 | 0.21% | 74 |
|
|
2022
Q4 | $244K | Hold |
7,251
| – | – | 0.25% | 59 |
|
|
2022
Q3 | $224K | Hold |
7,251
| – | – | 0.26% | 56 |
|
|
2022
Q2 | $262K | Hold |
7,251
| – | – | 0.29% | 57 |
|
|
2022
Q1 | $332K | Hold |
7,251
| – | – | 0.31% | 54 |
|
|
2021
Q4 | $311K | Buy |
+7,251
| New | +$311K | 0.29% | 52 |
|