Sanders Morris Harris’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-135,800
| Closed | -$4.92M | – | 267 |
|
|
2023
Q2 | $4.92M | Buy |
135,800
+44,700
| +49% | +$1.62M | 1.09% | 15 |
|
|
2023
Q1 | $2.96M | Buy |
+91,100
| New | +$2.96M | 1.04% | 13 |
|
|
2021
Q4 | – | Sell |
-68,511
| Closed | -$3.71M | – | 347 |
|
|
2021
Q3 | $3.71M | Buy |
68,511
+21,701
| +46% | +$1.17M | 0.67% | 31 |
|
|
2021
Q2 | $2.45M | Buy |
+46,810
| New | +$2.45M | 0.48% | 42 |
|