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 |
|