Mount Vernon 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
2024
Q4
Sell
2024
Q3
$871K Sell
2024
Q2
$1.04M Hold
2024
Q1
$1.06M Hold
2023
Q4
$1.05M Sell
2023
Q3
$998K Buy
2023
Q2
$1.32M Hold
2023
Q1
$1.18M Sell
2022
Q4
$1.25M Hold
2022
Q3
$1.15M Hold
2022
Q2
$1.34M Hold
2022
Q1
$1.7M Sell
2021
Q4
$1.6M Hold
2021
Q3
$1.92M Buy
2021
Q2
$1.96M Hold
2021
Q1
$2.26M Hold
2020
Q4
$1.73M Buy
2020
Q3
$1.38M Buy
2020
Q2
$1.24M Buy