Sequoia Financial Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Buy |
38,624
+8,772
| +29% | +$396K | 0.01% | 732 |
|
|
2025
Q4 | $1.23M | Buy |
29,852
+8,643
| +41% | +$302K | 0.01% | 792 |
|
|
2025
Q3 | $677K | Buy |
21,209
+7,178
| +51% | +$235K | ﹤0.01% | 977 |
|
|
2025
Q2 | $455K | Buy |
14,031
+1,682
| +14% | +$50.7K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $415K | Sell |
12,349
-1,272
| -9% | -$40.3K | ﹤0.01% | 927 |
|
|
2024
Q4 | $458K | Buy |
13,621
+1,124
| +9% | +$35.9K | ﹤0.01% | 840 |
|
|
2024
Q3 | $370K | Buy |
12,497
+1,700
| +16% | +$47.1K | ﹤0.01% | 875 |
|
|
2024
Q2 | $309K | Buy |
10,797
+510
| +5% | +$14.2K | ﹤0.01% | 881 |
|
|
2024
Q1 | $300K | Sell |
10,287
-4,911
| -32% | -$152K | ﹤0.01% | 862 |
|
|
2023
Q4 | $439K | Buy |
+15,198
| New | +$395K | 0.01% | 779 |
|
|
2023
Q2 | – | Sell |
-7,389
| Closed | -$240K | – | 985 |
|
|
2023
Q1 | $240K | Buy |
7,389
+67
| +0.9% | +$2.28K | 0.01% | 706 |
|
|
2022
Q4 | $247K | Buy |
+7,322
| New | +$264K | 0.01% | 652 |
|
|
2022
Q2 | – | Sell |
-6,857
| Closed | -$314K | – | 644 |
|
|
2022
Q1 | $314K | Buy |
6,857
+648
| +10% | +$28.5K | 0.01% | 488 |
|
|
2021
Q4 | $266K | Buy |
+6,209
| New | +$291K | 0.01% | 469 |
|
|
2021
Q3 | – | Sell |
-9,575
| Closed | -$508K | – | 364 |
|
|
2021
Q2 | $508K | Buy |
9,575
+75
| +0.8% | +$4.5K | 0.02% | 279 |
|
|
2021
Q1 | $580K | Buy |
9,500
+227
| +2% | +$12.1K | 0.02% | 240 |
|
|
2020
Q4 | $432K | Buy |
9,273
+1,998
| +27% | +$86.6K | 0.02% | 270 |
|
|
2020
Q3 | $273K | Buy |
7,275
+115
| +2% | +$4.09K | 0.01% | 310 |
|
|
2020
Q2 | $245K | Buy |
+7,160
| New | +$228K | 0.01% | 317 |
|
Other funds holding LUV
VCM
EIM
VPM
