Ritholtz Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,951
| Closed | -$430K | – | 670 |
|
|
2022
Q3 | $430K | Buy |
+13,951
| New | +$430K | 0.02% | 440 |
|
|
2022
Q1 | – | Sell |
-6,830
| Closed | -$293K | – | 571 |
|
|
2021
Q4 | $293K | Sell |
6,830
-470
| -6% | -$20.2K | 0.02% | 415 |
|
|
2021
Q3 | $375K | Hold |
7,300
| – | – | 0.03% | 329 |
|
|
2021
Q2 | $388K | Sell |
7,300
-732
| -9% | -$38.9K | 0.03% | 310 |
|
|
2021
Q1 | $490K | Buy |
+8,032
| New | +$490K | 0.04% | 211 |
|