Pinnacle Wealth Planning Services’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
Sell
-6,157
Closed -$207K 471
2025
Q1
$207K Buy
6,157
+29
+0.5% +$974 0.03% 358
2024
Q4
$206K Buy
+6,128
New +$206K 0.03% 351
2021
Q1
Sell
-1,316
Closed -$61K 1255
2020
Q4
$61K Buy
+1,316
New +$61K 0.01% 697