Shelton Capital Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Buy |
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|
2025
Q2 | $12.5M | Buy |
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|
2025
Q1 | $8.82M | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $472K | Hold |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $923K | Buy |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.91M | Hold |
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|
2022
Q2 | $2.23M | Hold |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $2.65M | Sell |
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|
2021
Q3 | $7.66M | Buy |
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|
2021
Q2 | $7.55M | Buy |
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|
2021
Q1 | $5.29M | Buy |
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|
2020
Q4 | $888K | Hold |
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|
2020
Q3 | $714K | Buy |
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|
2020
Q2 | $641K | Sell |
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|
2020
Q1 | $671K | Sell |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $9.03M | Buy |
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|
2019
Q2 | $7.7M | Buy |
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|
2019
Q1 | $135K | Sell |
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|
2018
Q4 | $3.88M | Buy |
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|
2018
Q3 | $3.16M | Sell |
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|
2018
Q2 | $2.62M | Sell |
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|
2018
Q1 | $3.05M | Sell |
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|
2017
Q4 | $4.42M | Buy |
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|
2017
Q3 | $961K | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $937K | Sell |
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|
2016
Q4 | $923K | Sell |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.16M | Sell |
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|
2015
Q4 | $1.28M | Buy |
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|
2015
Q3 | $759K | Sell |
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|
2015
Q2 | $793K | Buy |
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|
2015
Q1 | $999K | Buy |
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|
2014
Q4 | $248K | Sell |
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|
2014
Q3 | $222K | Sell |
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|
2014
Q2 | $219K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $418K | Sell |
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|
2013
Q3 | $461K | Buy |
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|
2013
Q2 | $291K | Buy |
|