OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $314K | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $31K | Buy |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $46K | Buy |
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|
2018
Q1 | $38K | Sell |
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|
2017
Q4 | $52K | Buy |
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|
2017
Q3 | $16K | Sell |
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|
2017
Q2 | $43K | Buy |
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