Stoneridge Investment Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Hold |
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|
2025
Q2 | $1.18M | Hold |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $2.77M | Hold |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.92M | Sell |
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|
2019
Q3 | $3.9M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $521K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.17M | Sell |
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|
2017
Q1 | $1.88M | Sell |
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|
2016
Q4 | $4.8M | Buy |
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|
2016
Q3 | $3.36M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $269K | Hold |
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|
2015
Q2 | $234K | Buy |
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