Triton 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Buy |
+8,916
| New | +$297K | 0.13% | 87 |
|
2024
Q4 | $315K | Sell |
10,028
-612
| -6% | -$19.2K | 0.16% | 65 |
|
2024
Q3 | $319K | Sell |
10,640
-470
| -4% | -$14.1K | 0.18% | 60 |
|
2024
Q2 | $302K | Sell |
11,110
-142
| -1% | -$3.86K | 0.18% | 62 |
|
2024
Q1 | $327K | Sell |
11,252
-513
| -4% | -$14.9K | 0.23% | 52 |
|
2023
Q4 | $328K | Buy |
11,765
+63
| +0.5% | +$1.76K | 0.22% | 46 |
|
2023
Q3 | $278K | Sell |
11,702
-1,386
| -11% | -$32.9K | 0.19% | 50 |
|
2023
Q2 | $438K | Buy |
13,088
+47
| +0.4% | +$1.57K | 0.25% | 43 |
|
2023
Q1 | $411K | Sell |
13,041
-372
| -3% | -$11.7K | 0.25% | 41 |
|
2022
Q4 | $487K | Sell |
13,413
-1,506
| -10% | -$54.7K | 0.3% | 34 |
|
2022
Q3 | $495K | Sell |
14,919
-631
| -4% | -$20.9K | 0.29% | 32 |
|
2022
Q2 | $587K | Sell |
15,550
-1,214
| -7% | -$45.8K | 0.41% | 31 |
|
2022
Q1 | $731K | Hold |
16,764
| – | – | 0.38% | 34 |
|
2021
Q4 | $731K | Buy |
16,764
+340
| +2% | +$14.8K | 0.38% | 34 |
|
2021
Q3 | $819K | Buy |
16,424
+5
| +0% | +$249 | 0.39% | 35 |
|
2021
Q2 | $831K | Sell |
16,419
-608
| -4% | -$30.8K | 0.47% | 29 |
|
2021
Q1 | $1.08M | Sell |
17,027
-876
| -5% | -$55.5K | 0.73% | 23 |
|
2020
Q4 | $817K | Sell |
17,903
-24,646
| -58% | -$1.12M | 0.52% | 23 |
|
2020
Q3 | $1.64M | Sell |
42,549
-15
| -0% | -$577 | 1.37% | 17 |
|
2020
Q2 | $1.35M | Buy |
42,564
+34,917
| +457% | +$1.11M | 1.39% | 14 |
|
2020
Q1 | $207K | Buy |
+7,647
| New | +$207K | 0.34% | 57 |
|