OneDigital Investment 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 | $209K | Sell |
6,428
-2,843
| -31% | -$92.2K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $311K | Buy |
9,271
+2,207
| +31% | +$74.1K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $238K | Sell |
7,064
-49
| -0.7% | -$1.65K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $211K | Sell |
7,113
-1,243
| -15% | -$36.8K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $239K | Buy |
+8,356
| New | +$239K | ﹤0.01% | 1204 |
|
|
2024
Q1 | – | Sell |
-11,044
| Closed | -$319K | – | 1137 |
|
|
2023
Q4 | $319K | Buy |
+11,044
| New | +$319K | 0.01% | 887 |
|
|
2021
Q4 | – | Sell |
-4,382
| Closed | -$225K | – | 790 |
|
|
2021
Q3 | $225K | Sell |
4,382
-2,263
| -34% | -$116K | 0.01% | 645 |
|
|
2021
Q2 | $353K | Sell |
6,645
-278
| -4% | -$14.8K | 0.01% | 500 |
|
|
2021
Q1 | $423K | Sell |
6,923
-1,397
| -17% | -$85.4K | 0.02% | 406 |
|
|
2020
Q4 | $388K | Sell |
8,320
-59
| -0.7% | -$2.75K | 0.02% | 402 |
|
|
2020
Q3 | $314K | Sell |
8,379
-118
| -1% | -$4.42K | 0.02% | 414 |
|
|
2020
Q2 | $290K | Buy |
+8,497
| New | +$290K | 0.02% | 440 |
|
|
2019
Q3 | – | Sell |
-497
| Closed | -$25K | – | 869 |
|
|
2019
Q2 | $25K | Sell |
497
-99
| -17% | -$4.98K | ﹤0.01% | 741 |
|
|
2019
Q1 | $31K | Buy |
596
+2
| +0.3% | +$104 | ﹤0.01% | 614 |
|
|
2018
Q4 | $28K | Sell |
594
-315
| -35% | -$14.8K | ﹤0.01% | 595 |
|
|
2018
Q3 | $57K | Hold |
909
| – | – | 0.01% | 384 |
|
|
2018
Q2 | $46K | Buy |
909
+250
| +38% | +$12.7K | 0.01% | 525 |
|
|
2018
Q1 | $38K | Sell |
659
-132
| -17% | -$7.61K | 0.01% | 597 |
|
|
2017
Q4 | $52K | Buy |
791
+500
| +172% | +$32.9K | 0.01% | 494 |
|
|
2017
Q3 | $16K | Sell |
291
-400
| -58% | -$22K | 0.01% | 712 |
|
|
2017
Q2 | $43K | Buy |
+691
| New | +$43K | 0.01% | 518 |
|