Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
7,091
-705
| -9% | -$22.9K | 0.01% | 520 |
|
|
2025
Q1 | $262K | Sell |
7,796
-2,080
| -21% | -$69.8K | 0.02% | 474 |
|
|
2024
Q4 | $332K | Sell |
9,876
-1,657
| -14% | -$55.7K | 0.02% | 421 |
|
|
2024
Q3 | $342K | Sell |
11,533
-1,228
| -10% | -$36.4K | 0.02% | 406 |
|
|
2024
Q2 | $365K | Sell |
12,761
-336
| -3% | -$9.61K | 0.02% | 382 |
|
|
2024
Q1 | $382K | Sell |
13,097
-955
| -7% | -$27.9K | 0.03% | 369 |
|
|
2023
Q4 | $406K | Buy |
14,052
+2,661
| +23% | +$76.9K | 0.03% | 350 |
|
|
2023
Q3 | $308K | Buy |
11,391
+472
| +4% | +$12.8K | 0.03% | 362 |
|
|
2023
Q2 | $395K | Buy |
10,919
+520
| +5% | +$18.8K | 0.03% | 323 |
|
|
2023
Q1 | $338K | Sell |
10,399
-777
| -7% | -$25.3K | 0.03% | 332 |
|
|
2022
Q4 | $376K | Sell |
11,176
-430
| -4% | -$14.5K | 0.03% | 282 |
|
|
2022
Q3 | $358K | Sell |
11,606
-1,249
| -10% | -$38.5K | 0.04% | 269 |
|
|
2022
Q2 | $464K | Buy |
12,855
+323
| +3% | +$11.7K | 0.04% | 249 |
|
|
2022
Q1 | $574K | Buy |
12,532
+647
| +5% | +$29.6K | 0.05% | 234 |
|
|
2021
Q4 | $509K | Buy |
11,885
+1,375
| +13% | +$58.9K | 0.04% | 231 |
|
|
2021
Q3 | $541K | Sell |
10,510
-2,400
| -19% | -$124K | 0.06% | 180 |
|
|
2021
Q2 | $685K | Buy |
12,910
+189
| +1% | +$10K | 0.07% | 167 |
|
|
2021
Q1 | $777K | Sell |
12,721
-227
| -2% | -$13.9K | 0.08% | 159 |
|
|
2020
Q4 | $604K | Buy |
12,948
+356
| +3% | +$16.6K | 0.07% | 172 |
|
|
2020
Q3 | $472K | Buy |
12,592
+1,446
| +13% | +$54.2K | 0.07% | 162 |
|
|
2020
Q2 | $381K | Buy |
+11,146
| New | +$381K | 0.06% | 161 |
|