Tanglewood Legacy Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Hold |
46,464
| – | – | 0.62% | 28 |
|
|
2025
Q1 | $1.56M | Hold |
46,464
| – | – | 0.68% | 24 |
|
|
2024
Q4 | $1.56M | Hold |
46,464
| – | – | 0.67% | 25 |
|
|
2024
Q3 | $1.38M | Hold |
46,464
| – | – | 0.61% | 28 |
|
|
2024
Q2 | $1.33M | Hold |
46,464
| – | – | 0.63% | 28 |
|
|
2024
Q1 | $1.36M | Hold |
46,464
| – | – | 0.67% | 25 |
|
|
2023
Q4 | $1.34M | Hold |
46,464
| – | – | 0.73% | 21 |
|
|
2023
Q3 | $1.26M | Hold |
46,464
| – | – | 0.75% | 21 |
|
|
2023
Q2 | $1.68M | Sell |
46,464
-307
| -0.7% | -$11.1K | 0.97% | 19 |
|
|
2023
Q1 | $1.52M | Hold |
46,771
| – | – | 0.97% | 19 |
|
|
2022
Q4 | $1.57M | Buy |
+46,771
| New | +$1.57M | 1.12% | 17 |
|