Moneta Group Investment 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 | $327K | Buy |
10,069
+1,930
| +24% | +$62.6K | ﹤0.01% | 539 |
|
|
2025
Q1 | $273K | Sell |
8,139
-26
| -0.3% | -$873 | ﹤0.01% | 548 |
|
|
2024
Q4 | $275K | Sell |
8,165
-425
| -5% | -$14.3K | ﹤0.01% | 552 |
|
|
2024
Q3 | $255K | Sell |
8,590
-3,940
| -31% | -$117K | ﹤0.01% | 560 |
|
|
2024
Q2 | $358K | Sell |
12,530
-606
| -5% | -$17.3K | 0.01% | 448 |
|
|
2024
Q1 | $383K | Buy |
13,136
+1,028
| +8% | +$30K | 0.01% | 427 |
|
|
2023
Q4 | $350K | Sell |
12,108
-592
| -5% | -$17.1K | 0.01% | 408 |
|
|
2023
Q3 | $344K | Sell |
12,700
-1,891
| -13% | -$51.2K | 0.01% | 379 |
|
|
2023
Q2 | $528K | Sell |
14,591
-2,634
| -15% | -$95.4K | 0.01% | 317 |
|
|
2023
Q1 | $561K | Sell |
17,225
-2,137
| -11% | -$69.5K | 0.01% | 299 |
|
|
2022
Q4 | $693K | Buy |
19,362
+2,695
| +16% | +$96.4K | 0.02% | 255 |
|
|
2022
Q3 | $514K | Sell |
16,667
-1,079
| -6% | -$33.3K | 0.02% | 272 |
|
|
2022
Q2 | $641K | Buy |
17,746
+4,558
| +35% | +$165K | 0.02% | 266 |
|
|
2022
Q1 | $604K | Sell |
13,188
-561
| -4% | -$25.7K | 0.02% | 269 |
|
|
2021
Q4 | $589K | Sell |
13,749
-115
| -0.8% | -$4.93K | 0.02% | 273 |
|
|
2021
Q3 | $713K | Sell |
13,864
-677
| -5% | -$34.8K | 0.03% | 232 |
|
|
2021
Q2 | $772K | Buy |
14,541
+2,667
| +22% | +$142K | 0.04% | 224 |
|
|
2021
Q1 | $725K | Buy |
11,874
+2,048
| +21% | +$125K | 0.04% | 212 |
|
|
2020
Q4 | $458K | Sell |
9,826
-3,987
| -29% | -$186K | 0.03% | 206 |
|
|
2020
Q3 | $518K | Buy |
+13,813
| New | +$518K | 0.05% | 162 |
|
|
2018
Q3 | – | Sell |
-6,327
| Closed | -$322K | – | 306 |
|
|
2018
Q2 | $322K | Buy |
6,327
+5,975
| +1,697% | +$304K | 0.04% | 204 |
|
|
2018
Q1 | $20K | Buy |
352
+186
| +112% | +$10.6K | ﹤0.01% | 402 |
|
|
2017
Q4 | $11K | Buy |
+166
| New | +$11K | ﹤0.01% | 331 |
|