Prosperity Consulting Group’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,088
| Closed | -$238K | – | 472 |
|
|
2024
Q4 | $238K | Sell |
7,088
-506
| -7% | -$17K | 0.02% | 430 |
|
|
2024
Q3 | $225K | Sell |
7,594
-2,209
| -23% | -$65.5K | 0.02% | 425 |
|
|
2024
Q2 | $280K | Sell |
9,803
-3,612
| -27% | -$103K | 0.04% | 266 |
|
|
2024
Q1 | $392K | Sell |
13,415
-3,854
| -22% | -$113K | 0.05% | 241 |
|
|
2023
Q4 | $499K | Sell |
17,269
-8,645
| -33% | -$250K | 0.17% | 108 |
|
|
2023
Q3 | $701K | Sell |
25,914
-1,807
| -7% | -$48.9K | 0.32% | 73 |
|
|
2023
Q2 | $1M | Sell |
27,721
-1,454
| -5% | -$52.7K | 0.62% | 39 |
|
|
2023
Q1 | $949K | Buy |
29,175
+423
| +1% | +$13.8K | 0.6% | 39 |
|
|
2022
Q4 | $968K | Sell |
28,752
-259
| -0.9% | -$8.72K | 0.65% | 40 |
|
|
2022
Q3 | $895K | Buy |
29,011
+184
| +0.6% | +$5.68K | 0.73% | 33 |
|
|
2022
Q2 | $1.04M | Buy |
28,827
+424
| +1% | +$15.3K | 0.9% | 30 |
|
|
2022
Q1 | $1.3M | Buy |
28,403
+20,131
| +243% | +$922K | 0.97% | 30 |
|
|
2021
Q4 | $366K | Buy |
+8,272
| New | +$366K | 0.27% | 71 |
|