Sendero 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
15,413
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $518K | Buy |
15,413
+25
| +0.2% | +$840 | 0.07% | 135 |
|
|
2024
Q4 | $517K | Hold |
15,388
| – | – | 0.08% | 125 |
|
|
2024
Q3 | $456K | Hold |
15,388
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $440K | Hold |
15,388
| – | – | 0.07% | 127 |
|
|
2024
Q1 | $449K | Hold |
15,388
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $444K | Hold |
15,388
| – | – | 0.08% | 127 |
|
|
2023
Q3 | $417K | Hold |
15,388
| – | – | 0.09% | 121 |
|
|
2023
Q2 | $557K | Buy |
+15,388
| New | +$557K | 0.12% | 101 |
|