Soltis Investment Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20,182
| Closed | -$678K | – | 403 |
|
2025
Q1 | $678K | Sell |
20,182
-209
| -1% | -$7.02K | 0.06% | 201 |
|
2024
Q4 | $686K | Buy |
20,391
+136
| +0.7% | +$4.57K | 0.06% | 202 |
|
2024
Q3 | $600K | Sell |
20,255
-27
| -0.1% | -$800 | 0.06% | 211 |
|
2024
Q2 | $580K | Sell |
20,282
-9
| -0% | -$257 | 0.06% | 199 |
|
2024
Q1 | $592K | Buy |
+20,291
| New | +$592K | 0.07% | 186 |
|