MCIA
Mountain Capital Investment Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
9,488
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $251K | Buy |
9,488
+2,709
| +40% | +$71.7K | 0.05% | 47 |
|
|
2024
Q4 | $218K | Buy |
6,779
+1
| +0% | +$32 | 0.05% | 52 |
|
|
2024
Q3 | $217K | Sell |
6,778
-1,750
| -21% | -$56.1K | 0.05% | 51 |
|
|
2024
Q2 | $236K | Buy |
8,528
+345
| +4% | +$9.56K | 0.06% | 41 |
|
|
2024
Q1 | $238K | Buy |
8,183
+46
| +0.6% | +$1.34K | 0.07% | 37 |
|
|
2023
Q4 | $237K | Buy |
+8,137
| New | +$237K | 0.08% | 56 |
|
|
2023
Q3 | – | Sell |
-7,208
| Closed | -$268K | – | 66 |
|
|
2023
Q2 | $268K | Buy |
7,208
+32
| +0.4% | +$1.19K | 0.1% | 61 |
|
|
2023
Q1 | $231K | Buy |
7,176
+720
| +11% | +$23.2K | 0.1% | 60 |
|
|
2022
Q4 | $234K | Buy |
+6,456
| New | +$234K | 0.11% | 69 |
|
|
2022
Q2 | – | Sell |
-4,693
| Closed | -$200K | – | 87 |
|
|
2022
Q1 | $200K | Buy |
4,693
+253
| +6% | +$10.8K | 0.09% | 87 |
|
|
2021
Q4 | $203K | Buy |
4,440
+70
| +2% | +$3.2K | 0.09% | 116 |
|
|
2021
Q3 | $236K | Buy |
4,370
+132
| +3% | +$7.13K | 0.12% | 118 |
|
|
2021
Q2 | $217K | Sell |
4,238
-2,951
| -41% | -$151K | 0.1% | 119 |
|
|
2021
Q1 | $455K | Buy |
7,189
+345
| +5% | +$21.8K | 0.23% | 123 |
|
|
2020
Q4 | $325K | Buy |
6,844
+270
| +4% | +$12.8K | 0.2% | 117 |
|
|
2020
Q3 | $258K | Buy |
6,574
+78
| +1% | +$3.06K | 0.17% | 93 |
|
|
2020
Q2 | $214K | Buy |
6,496
+991
| +18% | +$32.6K | 0.1% | 46 |
|
|
2020
Q1 | $201K | Buy |
5,505
+210
| +4% | +$7.67K | 0.1% | 41 |
|
|
2019
Q4 | $288K | Buy |
+5,295
| New | +$288K | 0.13% | 37 |
|
|
2017
Q4 | – | Sell |
-119
| Closed | -$7K | – | 254 |
|
|
2017
Q3 | $7K | Sell |
119
-4,000
| -97% | -$235K | 0.01% | 317 |
|
|
2017
Q2 | $256K | Buy |
+4,119
| New | +$256K | 0.25% | 22 |
|