Vanguard Personalized Indexing Management’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 | $1.65M | Sell |
50,868
-267
| -0.5% | -$8.66K | 0.02% | 642 |
|
2025
Q1 | $1.72M | Buy |
51,135
+7,079
| +16% | +$238K | 0.03% | 548 |
|
2024
Q4 | $1.48M | Buy |
44,056
+3,529
| +9% | +$119K | 0.02% | 590 |
|
2024
Q3 | $1.2M | Sell |
40,527
-2,711
| -6% | -$80.3K | 0.02% | 681 |
|
2024
Q2 | $1.22M | Buy |
43,238
+7,814
| +22% | +$221K | 0.02% | 592 |
|
2024
Q1 | $1.03M | Buy |
35,424
+4,315
| +14% | +$126K | 0.02% | 641 |
|
2023
Q4 | $898K | Sell |
31,109
-15,458
| -33% | -$446K | 0.02% | 714 |
|
2023
Q3 | $1.26M | Buy |
46,567
+3,159
| +7% | +$85.5K | 0.04% | 452 |
|
2023
Q2 | $1.57M | Buy |
43,408
+11,999
| +38% | +$434K | 0.05% | 383 |
|
2023
Q1 | $1.02M | Sell |
31,409
-8,250
| -21% | -$268K | 0.04% | 518 |
|
2022
Q4 | $1.34M | Buy |
39,659
+18,827
| +90% | +$634K | 0.06% | 398 |
|
2022
Q3 | $642K | Buy |
20,832
+2,581
| +14% | +$79.5K | 0.03% | 682 |
|
2022
Q2 | $659K | Sell |
18,251
-12,662
| -41% | -$457K | 0.03% | 676 |
|
2022
Q1 | $1.42M | Buy |
30,913
+16,157
| +109% | +$740K | 0.07% | 287 |
|
2021
Q4 | $632K | Sell |
14,756
-2,515
| -15% | -$108K | 0.04% | 604 |
|
2021
Q3 | $888K | Buy |
17,271
+9,989
| +137% | +$514K | 0.08% | 262 |
|
2021
Q2 | $387K | Buy |
7,282
+1,111
| +18% | +$59K | 0.04% | 614 |
|
2021
Q1 | $377K | Buy |
+6,171
| New | +$377K | 0.06% | 421 |
|