Optimum 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
Q3 | $30.3K | Hold |
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|
2025
Q2 | $30.8K | Hold |
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|
2025
Q1 | $31.9K | Hold |
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|
2024
Q4 | $31.9K | Hold |
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|
2024
Q3 | $28.1K | Hold |
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|
2024
Q2 | $27.2K | Hold |
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|
2024
Q1 | $27.7K | Buy |
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|
2023
Q4 | $21.7K | Hold |
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|
2023
Q3 | $20.3K | Hold |
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|
2023
Q2 | $27.2K | Hold |
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|
2023
Q1 | $24.4K | Sell |
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|
2022
Q4 | $50.5K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $26K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $407K | Sell |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $555K | Sell |
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|
2018
Q2 | $472K | Sell |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $636K | Hold |
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|
2017
Q3 | $544K | Sell |
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|
2017
Q2 | $728K | Hold |
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|
2017
Q1 | $630K | Buy |
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|
2016
Q4 | $567K | Sell |
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|
2016
Q3 | $532K | Sell |
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|
2016
Q2 | $576K | Buy |
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|
2016
Q1 | $559K | Buy |
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|
2015
Q4 | $492K | Buy |
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|
2015
Q3 | $340K | Buy |
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|
2015
Q1 | $320K | Buy |
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|
2014
Q4 | $261K | Buy |
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