SWA
Sutton Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.36K | Buy |
198
+55
| +38% | +$1.49K | ﹤0.01% | 573 |
|
|
2023
Q2 | $5.18K | Sell |
143
-99
| -41% | -$3.59K | ﹤0.01% | 556 |
|
|
2023
Q1 | $7.88K | Sell |
242
-3,907
| -94% | -$127K | ﹤0.01% | 465 |
|
|
2022
Q4 | $140K | Sell |
4,149
-139
| -3% | -$4.68K | 0.05% | 211 |
|
|
2022
Q3 | $132K | Sell |
4,288
-122
| -3% | -$3.76K | 0.05% | 214 |
|
|
2022
Q2 | $159K | Buy |
4,410
+59
| +1% | +$2.13K | 0.06% | 189 |
|
|
2022
Q1 | $199K | Buy |
4,351
+18
| +0.4% | +$824 | 0.07% | 183 |
|
|
2021
Q4 | $186K | Buy |
4,333
+367
| +9% | +$15.7K | 0.06% | 187 |
|
|
2021
Q3 | $204K | Buy |
3,966
+26
| +0.7% | +$1.34K | 0.08% | 174 |
|
|
2021
Q2 | $209K | Hold |
3,940
| – | – | 0.08% | 175 |
|
|
2021
Q1 | $241K | Sell |
3,940
-265
| -6% | -$16.2K | 0.09% | 153 |
|
|
2020
Q4 | $196K | Buy |
4,205
+16
| +0.4% | +$746 | 0.08% | 158 |
|
|
2020
Q3 | $157K | Buy |
4,189
+45
| +1% | +$1.69K | 0.08% | 164 |
|
|
2020
Q2 | $142K | Buy |
4,144
+105
| +3% | +$3.59K | 0.07% | 171 |
|
|
2020
Q1 | $144K | Buy |
4,039
+129
| +3% | +$4.59K | 0.09% | 156 |
|
|
2019
Q4 | $211K | Hold |
3,910
| – | – | 0.11% | 146 |
|
|
2019
Q3 | $211K | Hold |
3,910
| – | – | 0.12% | 141 |
|
|
2019
Q2 | $199K | Buy |
3,910
+16
| +0.4% | +$812 | 0.11% | 144 |
|
|
2019
Q1 | $202K | Hold |
3,894
| – | – | 0.12% | 139 |
|
|
2018
Q4 | $181K | Hold |
3,894
| – | – | 0.12% | 138 |
|
|
2018
Q3 | $243K | Hold |
3,894
| – | – | 0.16% | 107 |
|
|
2018
Q2 | $198K | Hold |
3,894
| – | – | 0.14% | 124 |
|
|
2018
Q1 | $223K | Hold |
3,894
| – | – | 0.16% | 114 |
|
|
2017
Q4 | $255K | Hold |
3,894
| – | – | 0.19% | 100 |
|
|
2017
Q3 | $218K | Hold |
3,894
| – | – | 0.17% | 105 |
|
|
2017
Q2 | $242K | Buy |
3,894
+16
| +0.4% | +$994 | 0.19% | 87 |
|
|
2017
Q1 | $208K | Hold |
3,878
| – | – | 0.17% | 101 |
|
|
2016
Q4 | $193K | Hold |
3,878
| – | – | 0.17% | 102 |
|
|
2016
Q3 | $151K | Hold |
3,878
| – | – | 0.14% | 127 |
|
|
2016
Q2 | $152K | Hold |
3,878
| – | – | 0.14% | 123 |
|
|
2016
Q1 | $174K | Buy |
+3,878
| New | +$174K | 0.16% | 104 |
|