Rothschild Investment LLC’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 | $43.9K | Sell |
1,354
-38
| -3% | -$1.23K | ﹤0.01% | 810 |
|
|
2025
Q1 | $46.7K | Sell |
1,392
-93
| -6% | -$3.12K | ﹤0.01% | 785 |
|
|
2024
Q4 | $49.9K | Buy |
1,485
+28
| +2% | +$941 | ﹤0.01% | 778 |
|
|
2024
Q3 | $43.2K | Sell |
1,457
-668
| -31% | -$19.8K | ﹤0.01% | 814 |
|
|
2024
Q2 | $60.8K | Sell |
2,125
-590
| -22% | -$16.9K | ﹤0.01% | 716 |
|
|
2024
Q1 | $79.3K | Sell |
2,715
-64
| -2% | -$1.87K | 0.01% | 641 |
|
|
2023
Q4 | $80.3K | Buy |
+2,779
| New | +$80.3K | 0.01% | 581 |
|
|
2023
Q3 | – | Sell |
-5,947
| Closed | -$215K | – | 490 |
|
|
2023
Q2 | $215K | Buy |
+5,947
| New | +$215K | 0.02% | 447 |
|
|
2021
Q2 | – | Sell |
-3,357
| Closed | -$205K | – | 493 |
|
|
2021
Q1 | $205K | Buy |
+3,357
| New | +$205K | 0.02% | 441 |
|
|
2020
Q1 | – | Sell |
-4,024
| Closed | -$217K | – | 446 |
|
|
2019
Q4 | $217K | Hold |
4,024
| – | – | 0.02% | 411 |
|
|
2019
Q3 | $217K | Hold |
4,024
| – | – | 0.03% | 351 |
|
|
2019
Q2 | $204K | Hold |
4,024
| – | – | 0.02% | 360 |
|
|
2019
Q1 | $209K | Buy |
+4,024
| New | +$209K | 0.02% | 352 |
|
|
2018
Q4 | – | Sell |
-4,024
| Closed | -$251K | – | 380 |
|
|
2018
Q3 | $251K | Hold |
4,024
| – | – | 0.03% | 325 |
|
|
2018
Q2 | $205K | Hold |
4,024
| – | – | 0.03% | 349 |
|
|
2018
Q1 | $230K | Hold |
4,024
| – | – | 0.03% | 337 |
|
|
2017
Q4 | $263K | Hold |
4,024
| – | – | 0.03% | 354 |
|
|
2017
Q3 | $225K | Hold |
4,024
| – | – | 0.03% | 375 |
|
|
2017
Q2 | $250K | Sell |
4,024
-500
| -11% | -$31.1K | 0.03% | 386 |
|
|
2017
Q1 | $243K | Buy |
4,524
+167
| +4% | +$8.97K | 0.03% | 388 |
|
|
2016
Q4 | $217K | Buy |
+4,357
| New | +$217K | 0.03% | 397 |
|