Valeo 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 | $339K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $747K | Buy |
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|
2019
Q3 | $686K | Sell |
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|
2019
Q2 | $690K | Buy |
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|
2019
Q1 | $642K | Buy |
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|
2018
Q4 | $555K | Buy |
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|
2018
Q3 | $566K | Buy |
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|
2018
Q2 | $604K | Buy |
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|
2018
Q1 | $502K | Buy |
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|
2017
Q4 | $422K | Buy |
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|
2017
Q3 | $95K | Buy |
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