SWA
SOA Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-350
| Closed | -$11.8K | – | 908 |
|
|
2025
Q1 | $11.8K | Buy |
+350
| New | +$11.8K | ﹤0.01% | 542 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$7.24K | – | 949 |
|
|
2023
Q2 | $7.24K | Hold |
200
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $6.51K | Sell |
200
-50
| -20% | -$1.63K | ﹤0.01% | 584 |
|
|
2022
Q4 | $8.42K | Hold |
250
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $7K | Sell |
250
-2
| -0.8% | -$56 | ﹤0.01% | 559 |
|
|
2022
Q2 | $9K | Buy |
252
+200
| +385% | +$7.14K | ﹤0.01% | 512 |
|
|
2022
Q1 | $2K | Sell |
52
-200
| -79% | -$7.69K | ﹤0.01% | 809 |
|
|
2021
Q4 | $10K | Hold |
252
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $12K | Sell |
252
-400
| -61% | -$19K | ﹤0.01% | 547 |
|
|
2021
Q2 | $34K | Buy |
652
+402
| +161% | +$21K | 0.01% | 366 |
|
|
2021
Q1 | $15K | Sell |
250
-373
| -60% | -$22.4K | ﹤0.01% | 446 |
|
|
2020
Q4 | $31K | Buy |
+623
| New | +$31K | 0.01% | 324 |
|