Pathstone Family Office’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$648K Buy
2023
Q2
$265K Buy
2023
Q1
Sell
2022
Q4
$311K Sell
2022
Q3
$948K Buy
2022
Q2
$316K Buy
2021
Q1
Sell
2020
Q4
$14K Sell
2020
Q3
$16K Hold
2020
Q2
$14K Buy
2019
Q3
Sell
2019
Q2
$137K Sell
2019
Q1
$143K Buy
2017
Q3
Sell
2017
Q2
$56K Sell
2017
Q1
$50K Buy