U.S. Capital Wealth Advisors’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
$804K Buy
24,790
+2,865
+13% +$92.9K 0.02% 484
2025
Q1
$736K Buy
21,925
+1,173
+6% +$39.4K 0.02% 495
2024
Q4
$698K Sell
20,752
-228
-1% -$7.67K 0.02% 492
2024
Q3
$622K Sell
20,980
-1,390
-6% -$41.2K 0.02% 430
2024
Q2
$640K Buy
22,370
+1,024
+5% +$29.3K 0.02% 411
2024
Q1
$623K Sell
21,346
-995
-4% -$29K 0.02% 421
2023
Q4
$645K Sell
22,341
-693
-3% -$20K 0.03% 401
2023
Q3
$624K Sell
23,034
-1,346
-6% -$36.4K 0.03% 389
2023
Q2
$883K Sell
24,380
-25
-0.1% -$905 0.04% 349
2023
Q1
$794K Sell
24,405
-1,401
-5% -$45.6K 0.04% 345
2022
Q4
$869K Sell
25,806
-800
-3% -$26.9K 0.04% 355
2022
Q3
$821K Sell
26,606
-1,258
-5% -$38.8K 0.04% 356
2022
Q2
$1.01M Sell
27,864
-18
-0.1% -$650 0.04% 351
2022
Q1
$1.28M Sell
27,882
-45,317
-62% -$2.08M 0.05% 349
2021
Q4
$3.14M Sell
73,199
-3,297
-4% -$141K 0.12% 180
2021
Q3
$3.93M Buy
+76,496
New +$3.93M 0.17% 135