New England Research & Management’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 | $641K | Sell |
19,757
-9,950
| -33% | -$323K | 0.3% | 93 |
|
|
2025
Q1 | $998K | Buy |
29,707
+11,632
| +64% | +$391K | 0.51% | 65 |
|
|
2024
Q4 | $608K | Buy |
+18,075
| New | +$608K | 0.31% | 92 |
|
|
2015
Q3 | – | Sell |
-9,250
| Closed | -$306K | – | 183 |
|
|
2015
Q2 | $306K | Buy |
9,250
+4,150
| +81% | +$137K | 0.25% | 130 |
|
|
2015
Q1 | $226K | Buy |
+5,100
| New | +$226K | 0.19% | 155 |
|