Mutual 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 | $1.13M | Buy |
34,009
+26
| +0.1% | +$863 | 0.03% | 456 |
|
2025
Q1 | $900K | Sell |
33,983
-5,833
| -15% | -$155K | 0.03% | 483 |
|
2024
Q4 | $1.28M | Sell |
39,816
-2,636
| -6% | -$84.8K | 0.04% | 402 |
|
2024
Q3 | $1.23M | Sell |
42,452
-1,033
| -2% | -$30K | 0.04% | 415 |
|
2024
Q2 | $1.14M | Buy |
43,485
+65
| +0.1% | +$1.71K | 0.03% | 444 |
|
2024
Q1 | $1.27M | Sell |
43,420
-4,797
| -10% | -$140K | 0.04% | 406 |
|
2023
Q4 | $1.39M | Buy |
48,217
+26,842
| +126% | +$775K | 0.05% | 358 |
|
2023
Q3 | $579K | Sell |
21,375
-3,151
| -13% | -$85.3K | 0.02% | 581 |
|
2023
Q2 | $888K | Sell |
24,526
-526
| -2% | -$19K | 0.03% | 466 |
|
2023
Q1 | $815K | Buy |
25,052
+1,601
| +7% | +$52.1K | 0.03% | 481 |
|
2022
Q4 | $790K | Sell |
23,451
-517
| -2% | -$17.4K | 0.04% | 476 |
|
2022
Q3 | $739K | Sell |
23,968
-275
| -1% | -$8.48K | 0.04% | 451 |
|
2022
Q2 | $876K | Buy |
24,243
+344
| +1% | +$12.4K | 0.06% | 372 |
|
2022
Q1 | $1.1M | Sell |
23,899
-1,538
| -6% | -$70.5K | 0.06% | 351 |
|
2021
Q4 | $1.09M | Buy |
25,437
+67
| +0.3% | +$2.87K | 0.06% | 356 |
|
2021
Q3 | $1.31M | Sell |
25,370
-559
| -2% | -$28.8K | 0.08% | 301 |
|
2021
Q2 | $1.38M | Buy |
25,929
+4,231
| +19% | +$225K | 0.08% | 292 |
|
2021
Q1 | $1.33M | Sell |
21,698
-1,748
| -7% | -$107K | 0.09% | 266 |
|
2020
Q4 | $1.09M | Sell |
23,446
-1,003
| -4% | -$46.8K | 0.08% | 283 |
|
2020
Q3 | $917K | Buy |
24,449
+1,200
| +5% | +$45K | 0.08% | 265 |
|
2020
Q2 | $795K | Buy |
23,249
+6,121
| +36% | +$209K | 0.08% | 271 |
|
2020
Q1 | $610K | Buy |
17,128
+2,104
| +14% | +$74.9K | 0.08% | 251 |
|
2019
Q4 | $811K | Sell |
15,024
-270
| -2% | -$14.6K | 0.09% | 259 |
|
2019
Q3 | $826K | Buy |
15,294
+370
| +2% | +$20K | 0.11% | 226 |
|
2019
Q2 | $758K | Buy |
14,924
+462
| +3% | +$23.5K | 0.1% | 252 |
|
2019
Q1 | $751K | Sell |
14,462
-98
| -0.7% | -$5.09K | 0.11% | 211 |
|
2018
Q4 | $677K | Buy |
14,560
+373
| +3% | +$17.3K | 0.13% | 187 |
|
2018
Q3 | $886K | Buy |
14,187
+205
| +1% | +$12.8K | 0.13% | 186 |
|
2018
Q2 | $711K | Buy |
13,982
+9,757
| +231% | +$496K | 0.16% | 190 |
|
2018
Q1 | $242K | Buy |
4,225
+155
| +4% | +$8.88K | 0.06% | 348 |
|
2017
Q4 | $266K | Buy |
+4,070
| New | +$266K | 0.1% | 232 |
|