Steward Partners Investment Advisory’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 | $537K | Sell |
16,562
-905
| -5% | -$29.4K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $587K | Buy |
17,467
+844
| +5% | +$28.3K | 0.01% | 1153 |
|
|
2024
Q4 | $559K | Buy |
16,623
+695
| +4% | +$23.4K | 0.01% | 1101 |
|
|
2024
Q3 | $472K | Sell |
15,928
-1,068
| -6% | -$31.6K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $486K | Buy |
16,996
+2,577
| +18% | +$73.7K | 0.01% | 1077 |
|
|
2024
Q1 | $421K | Buy |
14,419
+247
| +2% | +$7.21K | ﹤0.01% | 1128 |
|
|
2023
Q4 | $409K | Sell |
14,172
-978
| -6% | -$28.2K | 0.01% | 1085 |
|
|
2023
Q3 | $410K | Buy |
15,150
+1,808
| +14% | +$48.9K | 0.01% | 992 |
|
|
2023
Q2 | $483K | Buy |
13,342
+2,844
| +27% | +$103K | 0.01% | 945 |
|
|
2023
Q1 | $342K | Buy |
10,498
+1,996
| +23% | +$65K | 0.01% | 1065 |
|
|
2022
Q4 | $286K | Buy |
8,502
+1,450
| +21% | +$48.8K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $217K | Buy |
7,052
+562
| +9% | +$17.3K | ﹤0.01% | 1167 |
|
|
2022
Q2 | $234K | Sell |
6,490
-445
| -6% | -$16K | ﹤0.01% | 1149 |
|
|
2022
Q1 | $318K | Sell |
6,935
-545
| -7% | -$25K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $320K | Sell |
7,480
-4,494
| -38% | -$192K | ﹤0.01% | 1114 |
|
|
2021
Q3 | $616K | Buy |
11,974
+310
| +3% | +$15.9K | 0.01% | 843 |
|
|
2021
Q2 | $619K | Sell |
11,664
-10,909
| -48% | -$579K | 0.01% | 853 |
|
|
2021
Q1 | $1.38M | Buy |
22,573
+10,877
| +93% | +$664K | 0.02% | 536 |
|
|
2020
Q4 | $545K | Buy |
11,696
+3,443
| +42% | +$160K | 0.01% | 735 |
|
|
2020
Q3 | $309K | Buy |
8,253
+1,029
| +14% | +$38.5K | 0.01% | 809 |
|
|
2020
Q2 | $247K | Buy |
7,224
+1,729
| +31% | +$59.1K | 0.01% | 811 |
|
|
2020
Q1 | $195K | Sell |
5,495
-3,466
| -39% | -$123K | 0.01% | 803 |
|
|
2019
Q4 | $483K | Sell |
8,961
-744
| -8% | -$40.1K | 0.01% | 633 |
|
|
2019
Q3 | $524K | Buy |
9,705
+960
| +11% | +$51.8K | 0.02% | 565 |
|
|
2019
Q2 | $444K | Sell |
8,745
-1,917
| -18% | -$97.3K | 0.02% | 592 |
|
|
2019
Q1 | $553K | Buy |
10,662
+3,216
| +43% | +$167K | 0.02% | 491 |
|
|
2018
Q4 | $346K | Buy |
7,446
+4,684
| +170% | +$218K | 0.02% | 573 |
|
|
2018
Q3 | $172K | Buy |
2,762
+24
| +0.9% | +$1.5K | 0.01% | 764 |
|
|
2018
Q2 | $139K | Buy |
2,738
+2,122
| +344% | +$108K | 0.01% | 749 |
|
|
2018
Q1 | $35K | Sell |
616
-1,991
| -76% | -$113K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $170K | Buy |
2,607
+2,224
| +581% | +$145K | 0.01% | 551 |
|
|
2017
Q3 | $21K | Buy |
383
+74
| +24% | +$4.06K | ﹤0.01% | 927 |
|
|
2017
Q2 | $19K | Sell |
309
-100
| -24% | -$6.15K | ﹤0.01% | 880 |
|
|
2017
Q1 | $21K | Buy |
409
+100
| +32% | +$5.13K | ﹤0.01% | 742 |
|
|
2016
Q4 | $15K | Buy |
+309
| New | +$15K | 0.01% | 488 |
|