New England Capital Financial Advisors’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.59K	Sell	229 -699	-75%	-$31.6K	﹤0.01%	270
2025 Q4	$38.3K	Sell	928 -1,000	-52%	-$34.9K	0.02%	150
2025 Q3	$61.5K	Buy	1,928 +3	+0.2%	+$98	0.03%	116
2025 Q2	$62.5K	Buy	1,925 +1	+0.1%	+$30	0.03%	105
2025 Q1	$64.6K	Buy	1,924 +1	+0.1%	+$32	0.03%	99
2024 Q4	$64.7K	Hold	1,923	–	–	0.03%	104
2024 Q3	$57K	Buy	1,923 +502	+35%	+$13.9K	0.03%	106
2024 Q2	$40.7K	Hold	1,421	–	–	0.02%	123
2024 Q1	$41.5K	Buy	1,421 +102	+8%	+$3.16K	0.02%	122
2023 Q4	$38.1K	Hold	1,319	–	–	0.02%	127
2023 Q3	$35.7K	Buy	1,319 +302	+30%	+$9.85K	0.02%	126
2023 Q2	$36.8K	Hold	1,017	–	–	0.02%	130
2023 Q1	$33.1K	Buy	1,017 +1	+0.1%	+$34	0.02%	146
2022 Q4	$37.6K	Buy	+1,016	New	+$36.6K	0.03%	141