Pacific Capital Wealth 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
Q1 | – | Sell |
-321
| Closed | -$10.8K | – | 248 |
|
|
2024
Q4 | $10.8K | Hold |
321
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $9.51K | Hold |
321
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $9.18K | Sell |
321
-365
| -53% | -$10.4K | ﹤0.01% | 323 |
|
|
2024
Q1 | $20K | Hold |
686
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $19.8K | Buy |
+686
| New | +$19.8K | 0.01% | 195 |
|
|
2020
Q4 | – | Sell |
-321
| Closed | -$12K | – | 138 |
|
|
2020
Q3 | $12K | Buy |
+321
| New | +$12K | 0.01% | 166 |
|