Principal Securities’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 | $662K | Buy |
20,404
+5,117
| +33% | +$166K | 0.01% | 747 |
|
|
2025
Q1 | $514K | Buy |
15,287
+53
| +0.3% | +$1.78K | 0.01% | 763 |
|
|
2024
Q4 | $512K | Buy |
15,234
+2,730
| +22% | +$91.8K | 0.01% | 763 |
|
|
2024
Q3 | $370K | Buy |
12,504
+6,624
| +113% | +$196K | 0.01% | 860 |
|
|
2024
Q2 | $168K | Buy |
5,880
+46
| +0.8% | +$1.32K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $170K | Sell |
5,834
-23
| -0.4% | -$671 | 0.01% | 1075 |
|
|
2023
Q4 | $169K | Buy |
+5,857
| New | +$169K | 0.01% | 988 |
|