Steward Financial Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,955
| Closed | -$469K | – | 1458 |
|
|
2023
Q2 | $469K | Buy |
+12,955
| New | +$469K | 0.15% | 37 |
|
|
2022
Q3 | – | Sell |
-1,592
| Closed | -$57K | – | 786 |
|
|
2022
Q2 | $57K | Buy |
1,592
+677
| +74% | +$24.2K | 0.05% | 80 |
|
|
2022
Q1 | $41K | Buy |
915
+32
| +4% | +$1.43K | 0.04% | 99 |
|
|
2021
Q4 | $37K | Buy |
+883
| New | +$37K | 0.03% | 92 |
|