Venturi Wealth 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
Q1 | – | Sell |
-3,450
| Closed | -$116K | – | 1305 |
|
|
2024
Q4 | $116K | Buy |
3,450
+559
| +19% | +$18.8K | 0.01% | 713 |
|
|
2024
Q3 | $85.7K | Sell |
2,891
-260
| -8% | -$7.7K | ﹤0.01% | 610 |
|
|
2024
Q2 | $90.2K | Sell |
3,151
-153
| -5% | -$4.38K | 0.01% | 523 |
|
|
2024
Q1 | $96.4K | Buy |
3,304
+474
| +17% | +$13.8K | 0.01% | 419 |
|
|
2023
Q4 | $81.7K | Buy |
2,830
+110
| +4% | +$3.18K | 0.01% | 432 |
|
|
2023
Q3 | $73.6K | Buy |
+2,720
| New | +$73.6K | 0.01% | 431 |
|
|
2023
Q2 | – | Sell |
-2,698
| Closed | -$87.8K | – | 1202 |
|
|
2023
Q1 | $87.8K | Buy |
+2,698
| New | +$87.8K | 0.01% | 417 |
|
|
2016
Q2 | – | Sell |
-4,896
| Closed | -$219K | – | 143 |
|
|
2016
Q1 | $219K | Buy |
4,896
+215
| +5% | +$9.62K | 0.08% | 126 |
|
|
2015
Q4 | $202K | Buy |
+4,681
| New | +$202K | 0.09% | 119 |
|