Portside Wealth Group’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 | $619K | Sell |
19,088
-3,340
| -15% | -$108K | 0.09% | 212 |
|
|
2025
Q1 | $753K | Buy |
22,428
+693
| +3% | +$23.3K | 0.12% | 184 |
|
|
2024
Q4 | $731K | Sell |
21,735
-1,659
| -7% | -$55.8K | 0.12% | 180 |
|
|
2024
Q3 | $693K | Sell |
23,394
-707
| -3% | -$20.9K | 0.12% | 182 |
|
|
2024
Q2 | $690K | Sell |
24,101
-2,185
| -8% | -$62.5K | 0.13% | 163 |
|
|
2024
Q1 | $767K | Sell |
26,286
-418
| -2% | -$12.2K | 0.14% | 157 |
|
|
2023
Q4 | $771K | Sell |
26,704
-3,148
| -11% | -$90.9K | 0.14% | 154 |
|
|
2023
Q3 | $812K | Buy |
29,852
+449
| +2% | +$12.2K | 0.15% | 143 |
|
|
2023
Q2 | $1.06M | Buy |
+29,403
| New | +$1.06M | 0.2% | 117 |
|