United Capital Financial 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 | $282K | Sell |
8,701
-1,034
| -11% | -$33.5K | ﹤0.01% | 936 |
|
|
2025
Q1 | $327K | Sell |
9,735
-361
| -4% | -$12.1K | ﹤0.01% | 858 |
|
|
2024
Q4 | $339K | Sell |
10,096
-33
| -0.3% | -$1.11K | ﹤0.01% | 839 |
|
|
2024
Q3 | $300K | Sell |
10,129
-2,030
| -17% | -$60.2K | ﹤0.01% | 873 |
|
|
2024
Q2 | $348K | Sell |
12,159
-552
| -4% | -$15.8K | ﹤0.01% | 792 |
|
|
2024
Q1 | $371K | Sell |
12,711
-1,389
| -10% | -$40.5K | ﹤0.01% | 807 |
|
|
2023
Q4 | $407K | Buy |
+14,100
| New | +$407K | ﹤0.01% | 775 |
|
|
2023
Q1 | – | Sell |
-11,845
| Closed | -$399K | – | 1021 |
|
|
2022
Q4 | $399K | Buy |
11,845
+767
| +7% | +$25.8K | ﹤0.01% | 800 |
|
|
2022
Q3 | $342K | Sell |
11,078
-107
| -1% | -$3.3K | ﹤0.01% | 865 |
|
|
2022
Q2 | $404K | Sell |
11,185
-772
| -6% | -$27.9K | ﹤0.01% | 846 |
|
|
2022
Q1 | $548K | Sell |
11,957
-3,518
| -23% | -$161K | ﹤0.01% | 812 |
|
|
2021
Q4 | $663K | Sell |
15,475
-1,967
| -11% | -$84.3K | ﹤0.01% | 788 |
|
|
2021
Q3 | $897K | Sell |
17,442
-1,255
| -7% | -$64.5K | ﹤0.01% | 701 |
|
|
2021
Q2 | $993K | Buy |
18,697
+663
| +4% | +$35.2K | 0.01% | 699 |
|
|
2021
Q1 | $1.1M | Sell |
18,034
-67,816
| -79% | -$4.14M | 0.01% | 638 |
|
|
2020
Q4 | $4M | Sell |
85,850
-22,118
| -20% | -$1.03M | 0.02% | 389 |
|
|
2020
Q3 | $4.05M | Buy |
107,968
+95,398
| +759% | +$3.58M | 0.03% | 372 |
|
|
2020
Q2 | $430K | Buy |
12,570
+1,853
| +17% | +$63.4K | ﹤0.01% | 913 |
|
|
2020
Q1 | $382K | Sell |
10,717
-8,999
| -46% | -$321K | ﹤0.01% | 909 |
|
|
2019
Q4 | $1.06M | Buy |
19,716
+4,532
| +30% | +$245K | 0.01% | 752 |
|
|
2019
Q3 | $820K | Sell |
15,184
-21,443
| -59% | -$1.16M | 0.01% | 799 |
|
|
2019
Q2 | $1.86M | Buy |
36,627
+444
| +1% | +$22.5K | 0.01% | 637 |
|
|
2019
Q1 | $1.88M | Sell |
36,183
-2,440
| -6% | -$127K | 0.01% | 601 |
|
|
2018
Q4 | $1.8M | Buy |
38,623
+6,045
| +19% | +$281K | 0.01% | 583 |
|
|
2018
Q3 | $2.03M | Sell |
32,578
-64
| -0.2% | -$4K | 0.01% | 610 |
|
|
2018
Q2 | $1.66M | Sell |
32,642
-1,441
| -4% | -$73.3K | 0.01% | 638 |
|
|
2018
Q1 | $1.95M | Sell |
34,083
-4,571
| -12% | -$262K | 0.01% | 594 |
|
|
2017
Q4 | $2.53M | Sell |
38,654
-94,048
| -71% | -$6.16M | 0.02% | 536 |
|
|
2017
Q3 | $7.43M | Buy |
132,702
+86,603
| +188% | +$4.85M | 0.06% | 327 |
|
|
2017
Q2 | $2.87M | Buy |
46,099
+1,116
| +2% | +$69.4K | 0.03% | 494 |
|
|
2017
Q1 | $2.42M | Sell |
44,983
-2,846
| -6% | -$153K | 0.02% | 514 |
|
|
2016
Q4 | $2.38M | Sell |
47,829
-34,957
| -42% | -$1.74M | 0.02% | 525 |
|
|
2016
Q3 | $3.22M | Buy |
82,786
+18,256
| +28% | +$710K | 0.03% | 471 |
|
|
2016
Q2 | $2.52M | Buy |
64,530
+55,047
| +580% | +$2.15M | 0.03% | 512 |
|
|
2016
Q1 | $425K | Buy |
9,483
+2,754
| +41% | +$123K | ﹤0.01% | 923 |
|
|
2015
Q4 | $290K | Buy |
6,729
+1,295
| +24% | +$55.8K | ﹤0.01% | 1030 |
|
|
2015
Q3 | $207K | Buy |
+5,434
| New | +$207K | ﹤0.01% | 1150 |
|