Sunbelt Securities’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.4K | Buy |
784
+103
| +15% | +$4.65K | ﹤0.01% | 1185 |
|
|
2025
Q4 | $28.1K | Sell |
681
-102
| -13% | -$3.56K | ﹤0.01% | 1156 |
|
|
2025
Q3 | $25K | Sell |
783
-155
| -17% | -$5.07K | ﹤0.01% | 1202 |
|
|
2025
Q2 | $31.6K | Buy |
938
+19
| +2% | +$572 | ﹤0.01% | 1049 |
|
|
2025
Q1 | $30.9K | Sell |
919
-219
| -19% | -$6.93K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $38.2K | Sell |
1,138
-263
| -19% | -$8.39K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $41.5K | Sell |
1,401
-304
| -18% | -$8.42K | ﹤0.01% | 987 |
|
|
2024
Q2 | $48.8K | Sell |
1,705
-1,013
| -37% | -$28.3K | 0.01% | 908 |
|
|
2024
Q1 | $79.3K | Sell |
2,718
-682
| -20% | -$21.1K | 0.01% | 771 |
|
|
2023
Q4 | $98.2K | Buy |
3,400
+447
| +15% | +$11.6K | 0.01% | 681 |
|
|
2023
Q3 | $79.9K | Sell |
2,953
-557
| -16% | -$18.2K | 0.01% | 702 |
|
|
2023
Q2 | $127K | Sell |
3,510
-2,821
| -45% | -$88.5K | 0.02% | 577 |
|
|
2023
Q1 | $201K | Buy |
+6,331
| New | +$215K | 0.03% | 436 |
|
|
2021
Q4 | – | Sell |
-6,374
| Closed | -$318K | – | 498 |
|
|
2021
Q3 | $318K | Hold |
6,374
| – | – | 0.06% | 336 |
|
|
2021
Q2 | $318K | Sell |
6,374
-295
| -4% | -$17.7K | 0.06% | 336 |
|
|
2021
Q1 | $407K | Sell |
6,669
-11,110
| -62% | -$591K | 0.08% | 275 |
|
|
2020
Q4 | $829K | Buy |
17,779
+3,236
| +22% | +$140K | 0.17% | 146 |
|
|
2020
Q3 | $554K | Buy |
14,543
+2,052
| +16% | +$72.9K | 0.15% | 172 |
|
|
2020
Q2 | $427K | Buy |
+12,491
| New | +$397K | 0.15% | 177 |
|
|
2020
Q1 | – | Sell |
-46,727
| Closed | -$2.52M | – | 532 |
|
|
2019
Q4 | $2.52M | Sell |
46,727
-393
| -0.8% | -$21.8K | 0.27% | 89 |
|
|
2019
Q3 | $2.54M | Buy |
47,120
+42,354
| +889% | +$2.22M | 0.29% | 82 |
|
|
2019
Q2 | $242K | Sell |
4,766
-3,199
| -40% | -$166K | 0.11% | 233 |
|
|
2019
Q1 | $413K | Sell |
7,965
-565
| -7% | -$29.8K | 0.21% | 136 |
|
|
2018
Q4 | $396K | Buy |
8,530
+4,941
| +138% | +$262K | 0.23% | 116 |
|
|
2018
Q3 | $224K | Buy |
+3,589
| New | +$210K | 0.12% | 201 |
|
Other funds holding LUV
VCM
EIM
VPM
