Sequoia Financial 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 | $455K | Buy |
14,031
+1,682
| +14% | +$54.6K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $415K | Sell |
12,349
-1,272
| -9% | -$42.7K | ﹤0.01% | 919 |
|
|
2024
Q4 | $458K | Buy |
13,621
+1,124
| +9% | +$37.8K | ﹤0.01% | 835 |
|
|
2024
Q3 | $370K | Buy |
12,497
+1,700
| +16% | +$50.4K | ﹤0.01% | 873 |
|
|
2024
Q2 | $309K | Buy |
10,797
+510
| +5% | +$14.6K | ﹤0.01% | 878 |
|
|
2024
Q1 | $300K | Sell |
10,287
-4,911
| -32% | -$143K | ﹤0.01% | 858 |
|
|
2023
Q4 | $439K | Buy |
+15,198
| New | +$439K | 0.01% | 777 |
|
|
2023
Q2 | – | Sell |
-7,389
| Closed | -$240K | – | 981 |
|
|
2023
Q1 | $240K | Buy |
7,389
+67
| +0.9% | +$2.18K | 0.01% | 703 |
|
|
2022
Q4 | $247K | Buy |
+7,322
| New | +$247K | 0.01% | 651 |
|
|
2022
Q2 | – | Sell |
-6,857
| Closed | -$314K | – | 644 |
|
|
2022
Q1 | $314K | Buy |
6,857
+648
| +10% | +$29.7K | 0.01% | 488 |
|
|
2021
Q4 | $266K | Buy |
+6,209
| New | +$266K | 0.01% | 469 |
|
|
2021
Q3 | – | Sell |
-9,575
| Closed | -$508K | – | 364 |
|
|
2021
Q2 | $508K | Buy |
9,575
+75
| +0.8% | +$3.98K | 0.02% | 279 |
|
|
2021
Q1 | $580K | Buy |
9,500
+227
| +2% | +$13.9K | 0.02% | 240 |
|
|
2020
Q4 | $432K | Buy |
9,273
+1,998
| +27% | +$93.1K | 0.02% | 270 |
|
|
2020
Q3 | $273K | Buy |
7,275
+115
| +2% | +$4.32K | 0.01% | 310 |
|
|
2020
Q2 | $245K | Buy |
+7,160
| New | +$245K | 0.01% | 317 |
|