Wallace Advisory Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $324K | Sell |
|
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|
2024
Q3 | $313K | Sell |
|
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|
2024
Q2 | $323K | Buy |
|
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $305K | Sell |
|
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $236K | Buy |
|