Mercer Global Advisors’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
$1.79M Buy
55,289
+5,367
+11% +$174K ﹤0.01% 902
2025
Q1
$1.68M Buy
49,922
+1,093
+2% +$36.7K ﹤0.01% 901
2024
Q4
$1.64M Buy
48,829
+2,623
+6% +$88.2K ﹤0.01% 892
2024
Q3
$1.38M Buy
46,206
+3,947
+9% +$118K ﹤0.01% 890
2024
Q2
$1.21M Sell
42,259
-14,925
-26% -$427K ﹤0.01% 883
2024
Q1
$1.67M Buy
57,184
+3,353
+6% +$97.9K ﹤0.01% 773
2023
Q4
$1.56M Buy
53,831
+10,351
+24% +$299K ﹤0.01% 810
2023
Q3
$1.18M Sell
43,480
-3,646
-8% -$98.7K ﹤0.01% 875
2023
Q2
$1.71M Buy
47,126
+3,386
+8% +$123K 0.01% 777
2023
Q1
$1.42M Buy
43,740
+9,678
+28% +$315K 0.01% 786
2022
Q4
$1.15M Sell
34,062
-1,894
-5% -$63.8K 0.01% 860
2022
Q3
$1.11M Sell
35,956
-1,008
-3% -$31.1K 0.01% 806
2022
Q2
$1.34M Sell
36,964
-4,650
-11% -$168K 0.01% 731
2022
Q1
$1.91M Sell
41,614
-27,698
-40% -$1.27M 0.01% 662
2021
Q4
$2.97M Buy
69,312
+2,396
+4% +$103K 0.02% 502
2021
Q3
$3.44M Buy
66,916
+7,611
+13% +$391K 0.02% 450
2021
Q2
$3.15M Buy
59,305
+10,364
+21% +$550K 0.02% 433
2021
Q1
$2.99M Buy
48,941
+26,895
+122% +$1.64M 0.03% 416
2020
Q4
$1.03M Sell
22,046
-2,250
-9% -$105K 0.01% 595
2020
Q3
$911K Sell
24,296
-980
-4% -$36.7K 0.01% 575
2020
Q2
$864K Buy
25,276
+1,504
+6% +$51.4K 0.02% 517
2020
Q1
$847K Buy
23,772
+1,346
+6% +$48K 0.02% 525
2019
Q4
$1.21M Sell
22,426
-734
-3% -$39.6K 0.02% 472
2019
Q3
$1.25M Sell
23,160
-11,951
-34% -$645K 0.03% 416
2019
Q2
$1.78M Sell
35,111
-3,034
-8% -$154K 0.05% 309
2019
Q1
$1.98M Buy
+38,145
New +$1.98M 0.07% 239