True Wealth Design’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 | $4.93K | Sell |
152
-54
| -26% | -$1.75K | ﹤0.01% | 807 |
|
|
2025
Q1 | $6.92K | Buy |
206
+70
| +51% | +$2.35K | ﹤0.01% | 580 |
|
|
2024
Q4 | $4.57K | Buy |
136
+5
| +4% | +$168 | ﹤0.01% | 550 |
|
|
2024
Q3 | $3.88K | Sell |
131
-1,987
| -94% | -$58.9K | ﹤0.01% | 622 |
|
|
2024
Q2 | $60.6K | Buy |
2,118
+2,003
| +1,742% | +$57.3K | 0.02% | 153 |
|
|
2024
Q1 | $3.36K | Buy |
115
+6
| +6% | +$175 | ﹤0.01% | 301 |
|
|
2023
Q4 | $3.15K | Hold |
109
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $2.95K | Hold |
109
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $3.95K | Sell |
109
-1,020
| -90% | -$36.9K | ﹤0.01% | 250 |
|
|
2023
Q1 | $36.7K | Hold |
1,129
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $38K | Buy |
+1,129
| New | +$38K | 0.02% | 162 |
|