Waldron Private Wealth’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,533
Closed -$75.1K 434
2024
Q3
$75.1K Buy
+2,533
New +$75.1K ﹤0.01% 425
2015
Q2
Sell
-5,459
Closed -$242K 128
2015
Q1
$242K Buy
+5,459
New +$242K 0.1% 99