Stonebridge Financial Planning Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-201
| Closed | -$9K | – | 260 |
|
|
2021
Q4 | $9K | Hold |
201
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $10K | Sell |
201
-765
| -79% | -$38.1K | ﹤0.01% | 342 |
|
|
2021
Q2 | $51K | Buy |
966
+86
| +10% | +$4.54K | 0.03% | 211 |
|
|
2021
Q1 | $55K | Hold |
880
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $41K | Hold |
880
| – | – | 0.03% | 213 |
|
|
2020
Q3 | $35K | Hold |
880
| – | – | 0.03% | 218 |
|
|
2020
Q2 | $30K | Buy |
880
+115
| +15% | +$3.92K | 0.03% | 219 |
|
|
2020
Q1 | $26K | Hold |
765
| – | – | 0.03% | 218 |
|
|
2019
Q4 | $41K | Buy |
+765
| New | +$41K | 0.04% | 180 |
|