Sweet Financial Partners’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,496
Closed -$355K 172
2022
Q3
$355K Hold
11,496
0.11% 116
2022
Q2
$415K Sell
11,496
-53
-0.5% -$1.91K 0.13% 104
2022
Q1
$529K Buy
11,549
+2,285
+25% +$105K 0.14% 93
2021
Q4
$397K Buy
+9,264
New +$397K 0.16% 90