TD Private Client Wealth’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 | $47K | Buy |
1,448
+585
| +68% | +$19K | ﹤0.01% | 851 |
|
|
2025
Q1 | $29K | Sell |
863
-146
| -14% | -$4.9K | ﹤0.01% | 890 |
|
|
2024
Q4 | $33.9K | Sell |
1,009
-175
| -15% | -$5.88K | ﹤0.01% | 886 |
|
|
2024
Q3 | $35.1K | Buy |
1,184
+345
| +41% | +$10.2K | ﹤0.01% | 892 |
|
|
2024
Q2 | $24K | Buy |
839
+46
| +6% | +$1.32K | ﹤0.01% | 923 |
|
|
2024
Q1 | $23.1K | Sell |
793
-5,339
| -87% | -$156K | ﹤0.01% | 930 |
|
|
2023
Q4 | $177K | Sell |
6,132
-448
| -7% | -$12.9K | 0.01% | 594 |
|
|
2023
Q3 | $178K | Sell |
6,580
-39
| -0.6% | -$1.06K | 0.01% | 566 |
|
|
2023
Q2 | $240K | Sell |
6,619
-308
| -4% | -$11.2K | 0.01% | 536 |
|
|
2023
Q1 | $225K | Buy |
6,927
+755
| +12% | +$24.6K | 0.01% | 529 |
|
|
2022
Q4 | $208K | Sell |
6,172
-780
| -11% | -$26.3K | 0.01% | 536 |
|
|
2022
Q3 | $214K | Sell |
6,952
-343
| -5% | -$10.6K | 0.01% | 524 |
|
|
2022
Q2 | $263K | Sell |
7,295
-15
| -0.2% | -$542 | 0.01% | 489 |
|
|
2022
Q1 | $335K | Buy |
7,310
+943
| +15% | +$43.2K | 0.01% | 477 |
|
|
2021
Q4 | $273K | Sell |
6,367
-225
| -3% | -$9.64K | 0.01% | 497 |
|
|
2021
Q3 | $339K | Buy |
6,592
+1,836
| +39% | +$94.4K | 0.01% | 456 |
|
|
2021
Q2 | $252K | Buy |
4,756
+137
| +3% | +$7.27K | 0.01% | 491 |
|
|
2021
Q1 | $282K | Buy |
4,619
+3,860
| +509% | +$236K | 0.01% | 461 |
|
|
2020
Q4 | $35.4K | Buy |
759
+149
| +24% | +$6.95K | ﹤0.01% | 706 |
|
|
2020
Q3 | $22.9K | Sell |
610
-107
| -15% | -$4.01K | ﹤0.01% | 715 |
|
|
2020
Q2 | $24.5K | Sell |
717
-4,953
| -87% | -$169K | ﹤0.01% | 701 |
|
|
2020
Q1 | $202K | Sell |
5,670
-4,740
| -46% | -$169K | 0.01% | 419 |
|
|
2019
Q4 | $562K | Buy |
+10,410
| New | +$562K | 0.03% | 337 |
|