Merit Financial Group’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 | $249K | Buy |
+7,663
| New | +$249K | ﹤0.01% | 1435 |
|
|
2025
Q1 | – | Sell |
-7,658
| Closed | -$257K | – | 1421 |
|
|
2024
Q4 | $257K | Buy |
+7,658
| New | +$257K | ﹤0.01% | 985 |
|
|
2021
Q3 | – | Sell |
-13,621
| Closed | -$723K | – | 274 |
|
|
2021
Q2 | $723K | Buy |
13,621
+1,048
| +8% | +$55.6K | 0.07% | 125 |
|
|
2021
Q1 | $768K | Buy |
12,573
+5,940
| +90% | +$363K | 0.08% | 112 |
|
|
2020
Q4 | $309K | Buy |
6,633
+118
| +2% | +$5.5K | 0.03% | 168 |
|
|
2020
Q3 | $244K | Buy |
6,515
+266
| +4% | +$9.96K | 0.02% | 192 |
|
|
2020
Q2 | $214K | Sell |
6,249
-5,275
| -46% | -$181K | 0.02% | 194 |
|
|
2020
Q1 | $410K | Buy |
11,524
+1,690
| +17% | +$60.1K | 0.05% | 139 |
|
|
2019
Q4 | $531K | Buy |
9,834
+1,535
| +18% | +$82.9K | 0.05% | 133 |
|
|
2019
Q3 | $448K | Buy |
8,299
+224
| +3% | +$12.1K | 0.05% | 94 |
|
|
2019
Q2 | $410K | Buy |
8,075
+617
| +8% | +$31.3K | 0.05% | 80 |
|
|
2019
Q1 | $387K | Buy |
7,458
+1,481
| +25% | +$76.9K | 0.05% | 86 |
|
|
2018
Q4 | $277K | Sell |
5,977
-42
| -0.7% | -$1.95K | 0.04% | 89 |
|
|
2018
Q3 | $375K | Buy |
6,019
+95
| +2% | +$5.92K | 0.06% | 74 |
|
|
2018
Q2 | $301K | Buy |
5,924
+312
| +6% | +$15.9K | 0.05% | 90 |
|
|
2018
Q1 | $321K | Sell |
5,612
-122
| -2% | -$6.98K | 0.06% | 78 |
|
|
2017
Q4 | $375K | Buy |
+5,734
| New | +$375K | 0.08% | 63 |
|