Verdence Capital 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 | $326K | Buy |
+10,051
| New | +$326K | 0.02% | 532 |
|
|
2024
Q4 | – | Sell |
-6,994
| Closed | -$207K | – | 652 |
|
|
2024
Q3 | $207K | Sell |
6,994
-54
| -0.8% | -$1.6K | 0.02% | 610 |
|
|
2024
Q2 | $202K | Sell |
7,048
-183
| -3% | -$5.24K | 0.02% | 574 |
|
|
2024
Q1 | $211K | Sell |
7,231
-173
| -2% | -$5.05K | 0.02% | 562 |
|
|
2023
Q4 | $214K | Buy |
+7,404
| New | +$214K | 0.02% | 540 |
|