Symphony Financial’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,130
| Closed | -$436K | – | 178 |
|
|
2023
Q2 | $436K | Buy |
12,130
+30
| +0.2% | +$1.08K | 0.11% | 127 |
|
|
2023
Q1 | $385K | Sell |
12,100
-5,600
| -32% | -$178K | 0.1% | 160 |
|
|
2022
Q4 | $595K | Buy |
17,700
+1,142
| +7% | +$38.4K | 0.16% | 117 |
|
|
2022
Q3 | $524K | Buy |
16,558
+7,597
| +85% | +$240K | 0.17% | 130 |
|
|
2022
Q2 | $324K | Buy |
8,961
+132
| +1% | +$4.77K | 0.1% | 155 |
|
|
2022
Q1 | $374K | Buy |
8,829
+984
| +13% | +$41.7K | 0.09% | 152 |
|
|
2021
Q4 | $345K | Buy |
7,845
+2,001
| +34% | +$88K | 0.1% | 132 |
|
|
2021
Q3 | $307K | Sell |
5,844
-3,181
| -35% | -$167K | 0.11% | 132 |
|
|
2021
Q2 | $480K | Sell |
9,025
-1,363
| -13% | -$72.5K | 0.16% | 100 |
|
|
2021
Q1 | $666K | Buy |
10,388
+1,159
| +13% | +$74.3K | 0.18% | 89 |
|
|
2020
Q4 | $416K | Sell |
9,229
-738
| -7% | -$33.3K | 0.15% | 103 |
|
|
2020
Q3 | $374K | Sell |
9,967
-34
| -0.3% | -$1.28K | 0.15% | 95 |
|
|
2020
Q2 | $342K | Buy |
+10,001
| New | +$342K | 0.17% | 102 |
|