Plante Moran Financial Advisors’s Southwest Airlines LUV Stock Holding History

Plante Moran Financial Advisors’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24K	Hold	740	–	–	﹤0.01%	451
2025 Q1	$24.8K	Hold	740	–	–	﹤0.01%	450
2024 Q4	$24.9K	Hold	740	–	–	﹤0.01%	453
2024 Q3	$21.9K	Hold	740	–	–	﹤0.01%	514
2024 Q2	$21.2K	Hold	740	–	–	﹤0.01%	469
2024 Q1	$21.6K	Hold	740	–	–	﹤0.01%	496
2023 Q4	$21.4K	Sell	740 -362	-33%	-$10.5K	﹤0.01%	445
2023 Q3	$29.8K	Hold	1,102	–	–	﹤0.01%	364
2023 Q2	$39.9K	Hold	1,102	–	–	﹤0.01%	328
2023 Q1	$35.9K	Sell	1,102 -50	-4%	-$1.63K	﹤0.01%	344
2022 Q4	$38.8K	Hold	1,152	–	–	0.01%	344
2022 Q3	$36K	Buy	1,152 +50	+5%	+$1.56K	0.01%	354
2022 Q2	$40K	Sell	1,102 -151	-12%	-$5.48K	0.01%	342
2022 Q1	$57K	Buy	1,253 +46	+4%	+$2.09K	0.01%	312
2021 Q4	$52K	Hold	1,207	–	–	0.01%	353
2021 Q3	$62K	Hold	1,207	–	–	0.01%	345
2021 Q2	$64K	Sell	1,207 -300	-20%	-$15.9K	0.02%	319
2021 Q1	$92K	Sell	1,507 -9,895	-87%	-$604K	0.03%	254
2020 Q4	$531K	Buy	11,402 +10,300	+935%	+$480K	0.16%	76
2020 Q3	$41K	Sell	1,102 -15,000	-93%	-$558K	0.01%	351
2020 Q2	$550K	Buy	16,102 +15,262	+1,817%	+$521K	0.22%	64
2020 Q1	$30K	Buy	+840	New	+$30K	0.01%	329
2018 Q2	–	Sell	-258	Closed	-$15K	–	905
2018 Q1	$15K	Buy	258 +20	+8%	+$1.16K	0.01%	548
2017 Q4	$16K	Hold	238	–	–	0.01%	531
2017 Q3	$13K	Hold	238	–	–	0.01%	512
2017 Q2	$15K	Sell	238 -57	-19%	-$3.59K	0.01%	506
2017 Q1	$16K	Hold	295	–	–	0.01%	514
2016 Q4	$15K	Hold	295	–	–	0.01%	521
2016 Q3	$11K	Hold	295	–	–	0.01%	585
2016 Q2	$12K	Sell	295 -231	-44%	-$9.4K	0.01%	498
2016 Q1	$24K	Buy	526 +219	+71%	+$9.99K	0.02%	359
2015 Q4	$13K	Sell	307 -1,517	-83%	-$64.2K	0.01%	525
2015 Q3	$69K	Sell	1,824 -11	-0.6%	-$416	0.05%	224
2015 Q2	$61K	Hold	1,835	–	–	0.04%	260
2015 Q1	$81K	Hold	1,835	–	–	0.06%	216
2014 Q4	$78K	Hold	1,835	–	–	0.06%	215
2014 Q3	$62K	Hold	1,835	–	–	0.05%	224
2014 Q2	$49K	Buy	+1,835	New	+$49K	0.04%	236