Mount Yale 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
$24.8K Buy
+764
New +$24.8K ﹤0.01% 998
2018
Q4
Sell
-3,145
Closed -$166K 569
2018
Q3
$166K Sell
3,145
-938
-23% -$49.5K 0.03% 318
2018
Q2
$208K Buy
4,083
+405
+11% +$20.6K 0.04% 301
2018
Q1
$211K Buy
+3,678
New +$211K 0.05% 282