Prestige Wealth Management 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 | $2.22K | Hold |
68
| – | – | ﹤0.01% | 716 |
|
2025
Q1 | $2.3K | Hold |
68
| – | – | ﹤0.01% | 709 |
|
2024
Q4 | $2.3K | Hold |
68
| – | – | ﹤0.01% | 753 |
|
2024
Q3 | $2.02K | Buy |
+68
| New | +$2.02K | ﹤0.01% | 767 |
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.09K | – | 1061 |
|
2023
Q2 | $1.09K | Hold |
30
| – | – | ﹤0.01% | 894 |
|
2023
Q1 | $977 | Sell |
30
-15
| -33% | -$489 | ﹤0.01% | 895 |
|
2022
Q4 | $1.52K | Hold |
45
| – | – | ﹤0.01% | 893 |
|
2022
Q3 | $1K | Sell |
45
-5
| -10% | -$111 | ﹤0.01% | 869 |
|
2022
Q2 | $2K | Sell |
50
-8
| -14% | -$320 | ﹤0.01% | 761 |
|
2022
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 718 |
|
2021
Q4 | – | Sell |
-28
| Closed | -$1K | – | 1031 |
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 906 |
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 894 |
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 793 |
|
2020
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 859 |
|
2019
Q1 | – | Sell |
-84
| Closed | -$4K | – | 862 |
|
2018
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 660 |
|