TFO Wealth Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$117 | – | 468 |
|
|
2024
Q1 | $117 | Hold |
4
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $116 | Hold |
4
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $145 | Hold |
4
| – | – | ﹤0.01% | 915 |
|
|
2023
Q2 | $145 | Hold |
4
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $130 | Sell |
4
-10
| -71% | -$325 | ﹤0.01% | 588 |
|
|
2022
Q4 | $641 | Sell |
14
-3,628
| -100% | -$166K | ﹤0.01% | 444 |
|
|
2022
Q3 | $112K | Hold |
3,642
| – | – | 0.03% | 45 |
|
|
2022
Q2 | $132K | Buy |
+3,642
| New | +$132K | 0.03% | 51 |
|