V 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
2023
Q3
Sell
-9,938
Closed -$360K 257
2023
Q2
$360K Sell
9,938
-238
-2% -$8.62K 0.06% 249
2023
Q1
$331K Buy
10,176
+357
+4% +$11.6K 0.06% 269
2022
Q4
$331K Sell
9,819
-592
-6% -$19.9K 0.07% 260
2022
Q3
$322K Sell
10,411
-645
-6% -$19.9K 0.06% 272
2022
Q2
$399K Buy
11,056
+898
+9% +$32.4K 0.08% 259
2022
Q1
$466K Sell
10,158
-3,579
-26% -$164K 0.07% 255
2021
Q4
$588K Sell
13,737
-2,227
-14% -$95.3K 0.09% 230
2021
Q3
$822K Buy
15,964
+251
+2% +$12.9K 0.13% 173
2021
Q2
$839K Sell
15,713
-4,650
-23% -$248K 0.13% 178
2021
Q1
$1.24M Buy
20,363
+255
+1% +$15.6K 0.23% 112
2020
Q4
$937K Buy
20,108
+13,085
+186% +$610K 0.19% 136
2020
Q3
$263K Sell
7,023
-14,021
-67% -$525K 0.18% 140
2020
Q2
$720K Sell
21,044
-26,225
-55% -$897K 0.19% 136
2020
Q1
$1.68M Buy
47,269
+5,041
+12% +$179K 0.53% 38
2019
Q4
$2.28M Hold
42,228
0.82% 21
2019
Q3
$2.28M Sell
42,228
-126
-0.3% -$6.81K 0.81% 21
2019
Q2
$2.15M Buy
42,354
+1,035
+3% +$52.4K 0.81% 22
2019
Q1
$2.2M Buy
41,319
+1,727
+4% +$91.7K 0.89% 21
2018
Q4
$1.89M Buy
39,592
+24,885
+169% +$1.19M 0.96% 27
2018
Q3
$913K Buy
14,707
+2
+0% +$124 0.42% 61
2018
Q2
$786K Sell
14,705
-29,075
-66% -$1.55M 0.44% 61
2018
Q1
$2.37M Sell
43,780
-1,304
-3% -$70.7K 1.27% 15
2017
Q4
$2.96M Sell
45,084
-2,140
-5% -$141K 1.49% 10
2017
Q3
$2.64M Buy
47,224
+888
+2% +$49.7K 1.34% 17
2017
Q2
$2.88M Buy
46,336
+237
+0.5% +$14.7K 1.35% 9
2017
Q1
$2.47M Buy
46,099
+1,059
+2% +$56.8K 1.52% 12
2016
Q4
$2.24M Sell
45,040
-358
-0.8% -$17.8K 1.64% 7
2016
Q3
$1.77M Buy
45,398
+2,694
+6% +$105K 1.43% 18
2016
Q2
$1.68M Buy
42,704
+2,963
+7% +$117K 1.38% 18
2016
Q1
$1.78M Buy
+39,741
New +$1.78M 1.43% 19