Mosaic 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 Q1	–	Sell	-9,259	Closed	-$311K	–	122
2024 Q4	$311K	Hold	9,259	–	–	0.22%	86
2024 Q3	$274K	Buy	9,259 +108	+1%	+$3.2K	0.19%	96
2024 Q2	$262K	Hold	9,151	–	–	0.19%	97
2024 Q1	$267K	Buy	+9,151	New	+$267K	0.21%	95