Tradition Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-575
| Closed | -$17K | – | 852 |
|
|
2023
Q4 | $17K | Buy |
575
+25
| +5% | +$739 | ﹤0.01% | 884 |
|
|
2023
Q3 | $15K | Buy |
550
+6
| +1% | +$164 | ﹤0.01% | 922 |
|
|
2023
Q2 | $20K | Sell |
544
-5
| -0.9% | -$184 | ﹤0.01% | 879 |
|
|
2023
Q1 | $18K | Buy |
549
+80
| +17% | +$2.62K | ﹤0.01% | 855 |
|
|
2022
Q4 | $16K | Hold |
469
| – | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $14K | Sell |
469
-1,930
| -80% | -$57.6K | ﹤0.01% | 846 |
|
|
2022
Q2 | $87K | Sell |
2,399
-1,980
| -45% | -$71.8K | 0.01% | 374 |
|
|
2022
Q1 | $201K | Hold |
4,379
| – | – | 0.03% | 291 |
|
|
2021
Q4 | $188K | Sell |
4,379
-2,940
| -40% | -$126K | 0.02% | 313 |
|
|
2021
Q3 | $376K | Sell |
7,319
-6,355
| -46% | -$326K | 0.05% | 200 |
|
|
2021
Q2 | $726K | Buy |
13,674
+765
| +6% | +$40.6K | 0.11% | 142 |
|
|
2021
Q1 | $788K | Buy |
12,909
+230
| +2% | +$14K | 0.14% | 119 |
|
|
2020
Q4 | $591K | Buy |
+12,679
| New | +$591K | 0.11% | 132 |
|