Rise Advisors’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 | $13.7K | Buy |
422
+3
| +0.7% | +$97 | 0.01% | 798 |
|
|
2025
Q1 | $14.1K | Sell |
419
-136
| -25% | -$4.57K | 0.01% | 746 |
|
|
2024
Q4 | $18.7K | Sell |
555
-21
| -4% | -$706 | 0.01% | 706 |
|
|
2024
Q3 | $17.1K | Buy |
576
+7
| +1% | +$208 | 0.01% | 789 |
|
|
2024
Q2 | $16.3K | Sell |
569
-145
| -20% | -$4.15K | 0.01% | 779 |
|
|
2024
Q1 | $20.8K | Buy |
714
+528
| +284% | +$15.4K | 0.01% | 623 |
|
|
2023
Q4 | $5.38K | Hold |
186
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $5.04K | Sell |
186
-43
| -19% | -$1.17K | ﹤0.01% | 377 |
|
|
2023
Q2 | $8.29K | Hold |
229
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $7.45K | Buy |
229
+3
| +1% | +$98 | 0.01% | 404 |
|
|
2022
Q4 | $7.62K | Hold |
226
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $7K | Hold |
226
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $8K | Hold |
226
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $10K | Hold |
226
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $9.7K | Buy |
+226
| New | +$9.7K | 0.01% | 328 |
|