SWA
SFMG Wealth Advisors’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,795
| Closed | -$226K | – | 263 |
|
|
2022
Q3 | $226K | Buy |
17,795
+2,708
| +18% | +$34.4K | 0.03% | 204 |
|
|
2022
Q2 | $191K | Hold |
15,087
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $275K | Buy |
15,087
+4,433
| +42% | +$80.8K | 0.03% | 215 |
|
|
2021
Q4 | $191K | Buy |
+10,654
| New | +$191K | 0.02% | 272 |
|
|
2020
Q1 | – | Sell |
-12,235
| Closed | -$351K | – | 144 |
|
|
2019
Q4 | $351K | Hold |
12,235
| – | – | 0.04% | 120 |
|
|
2019
Q3 | $330K | Sell |
12,235
-250
| -2% | -$6.74K | 0.04% | 113 |
|
|
2019
Q2 | $390K | Buy |
+12,485
| New | +$390K | 0.05% | 104 |
|
|
2018
Q3 | – | Sell |
-6,722
| Closed | -$255K | – | 142 |
|
|
2018
Q2 | $255K | Hold |
6,722
| – | – | 0.04% | 118 |
|
|
2018
Q1 | $349K | Buy |
6,722
+38
| +0.6% | +$1.97K | 0.06% | 96 |
|
|
2017
Q4 | $348K | Sell |
6,684
-85
| -1% | -$4.43K | 0.06% | 102 |
|
|
2017
Q3 | $321K | Sell |
6,769
-22
| -0.3% | -$1.04K | 0.06% | 95 |
|
|
2017
Q2 | $342K | Sell |
6,791
-27
| -0.4% | -$1.36K | 0.07% | 85 |
|
|
2017
Q1 | $288K | Hold |
6,818
| – | – | 0.06% | 90 |
|
|
2016
Q4 | $318K | Sell |
6,818
-1,515
| -18% | -$70.7K | 0.07% | 80 |
|
|
2016
Q3 | $305K | Buy |
8,333
+760
| +10% | +$27.8K | 0.07% | 83 |
|
|
2016
Q2 | $214K | Buy |
7,573
+729
| +11% | +$20.6K | 0.05% | 99 |
|
|
2016
Q1 | $281K | Sell |
6,844
-85
| -1% | -$3.49K | 0.06% | 83 |
|
|
2015
Q4 | $293K | Buy |
6,929
+1
| +0% | +$42 | 0.07% | 89 |
|
|
2015
Q3 | $269K | Buy |
+6,928
| New | +$269K | 0.07% | 89 |
|
|
2015
Q2 | – | Sell |
-11,581
| Closed | -$611K | – | 121 |
|
|
2015
Q1 | $611K | Buy |
11,581
+7,078
| +157% | +$373K | 0.05% | 85 |
|
|
2014
Q4 | $241K | Buy |
+4,503
| New | +$241K | 0.05% | 103 |
|