United Capital Financial Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $897K | Sell |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $4M | Sell |
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|
2020
Q3 | $4.05M | Buy |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $820K | Sell |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.88M | Sell |
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|
2018
Q4 | $1.79M | Buy |
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|
2018
Q3 | $2.03M | Sell |
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|
2018
Q2 | $1.66M | Sell |
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|
2018
Q1 | $1.95M | Sell |
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|
2017
Q4 | $2.53M | Sell |
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|
2017
Q3 | $7.43M | Buy |
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|
2017
Q2 | $2.87M | Buy |
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|
2017
Q1 | $2.42M | Sell |
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|
2016
Q4 | $2.38M | Sell |
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|
2016
Q3 | $3.22M | Buy |
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|
2016
Q2 | $2.52M | Buy |
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|
2016
Q1 | $425K | Buy |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $207K | Buy |
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