Montag & Associates’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $120K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $103K | Sell |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $485K | Hold |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $574K | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $900K | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.85M | Buy |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.9M | Sell |
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|
2016
Q4 | $4.97M | Sell |
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|
2016
Q3 | $4.18M | Buy |
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|
2016
Q2 | $1.69M | Buy |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q4 | $215K | Sell |
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|
2015
Q3 | $209K | Buy |
|