SWA
SFMG Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
51,572
-18
| -0% | -$584 | 0.13% | 79 |
|
|
2025
Q1 | $1.73M | Buy |
51,590
+20,576
| +66% | +$691K | 0.14% | 76 |
|
|
2024
Q4 | $1.04M | Sell |
31,014
-4,659
| -13% | -$157K | 0.08% | 98 |
|
|
2024
Q3 | $1.06M | Buy |
+35,673
| New | +$1.06M | 0.09% | 91 |
|
|
2023
Q1 | – | Sell |
-6,896
| Closed | -$232K | – | 270 |
|
|
2022
Q4 | $232K | Sell |
6,896
-3,441
| -33% | -$116K | 0.03% | 206 |
|
|
2022
Q3 | $327K | Sell |
10,337
-367
| -3% | -$11.6K | 0.04% | 162 |
|
|
2022
Q2 | $387K | Buy |
10,704
+645
| +6% | +$23.3K | 0.04% | 152 |
|
|
2022
Q1 | $461K | Sell |
10,059
-1,192
| -11% | -$54.6K | 0.05% | 149 |
|
|
2021
Q4 | $482K | Buy |
11,251
+370
| +3% | +$15.9K | 0.05% | 153 |
|
|
2021
Q3 | $560K | Sell |
10,881
-4,512
| -29% | -$232K | 0.06% | 132 |
|
|
2021
Q2 | $817K | Sell |
15,393
-1,647
| -10% | -$87.4K | 0.09% | 100 |
|
|
2021
Q1 | $1.04M | Buy |
17,040
+1,720
| +11% | +$105K | 0.12% | 91 |
|
|
2020
Q4 | $714K | Buy |
15,320
+2,370
| +18% | +$110K | 0.09% | 105 |
|
|
2020
Q3 | $486K | Buy |
12,950
+135
| +1% | +$5.07K | 0.07% | 108 |
|
|
2020
Q2 | $438K | Buy |
12,815
+5,698
| +80% | +$195K | 0.06% | 104 |
|
|
2020
Q1 | $253K | Sell |
7,117
-1,585
| -18% | -$56.3K | 0.04% | 110 |
|
|
2019
Q4 | $470K | Sell |
8,702
-301
| -3% | -$16.3K | 0.06% | 108 |
|
|
2019
Q3 | $486K | Sell |
9,003
-95
| -1% | -$5.13K | 0.07% | 93 |
|
|
2019
Q2 | $484K | Buy |
9,098
+207
| +2% | +$11K | 0.07% | 93 |
|
|
2019
Q1 | $462K | Sell |
8,891
-264
| -3% | -$13.7K | 0.07% | 86 |
|
|
2018
Q4 | $426K | Sell |
9,155
-119
| -1% | -$5.54K | 0.07% | 84 |
|
|
2018
Q3 | $481K | Buy |
9,274
+2,041
| +28% | +$106K | 0.07% | 69 |
|
|
2018
Q2 | $368K | Buy |
7,233
+40
| +0.6% | +$2.04K | 0.06% | 91 |
|
|
2018
Q1 | $412K | Buy |
7,193
+1,084
| +18% | +$62.1K | 0.07% | 85 |
|
|
2017
Q4 | $400K | Hold |
6,109
| – | – | 0.07% | 90 |
|
|
2017
Q3 | $342K | Hold |
6,109
| – | – | 0.07% | 91 |
|
|
2017
Q2 | $380K | Buy |
+6,109
| New | +$380K | 0.08% | 75 |
|
|
2015
Q2 | – | Sell |
-12,082
| Closed | -$535K | – | 147 |
|
|
2015
Q1 | $535K | Buy |
+12,082
| New | +$535K | 0.04% | 98 |
|