Wallace Advisory Group’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 | $371K | Buy |
11,050
+386
| +4% | +$13K | 0.27% | 113 |
|
|
2025
Q1 | $359K | Sell |
10,664
-255
| -2% | -$8.57K | 0.25% | 121 |
|
|
2024
Q4 | $324K | Sell |
10,919
-36
| -0.3% | -$1.07K | 0.22% | 128 |
|
|
2024
Q3 | $313K | Sell |
10,955
-320
| -3% | -$9.16K | 0.23% | 116 |
|
|
2024
Q2 | $323K | Buy |
11,275
+4,150
| +58% | +$119K | 0.23% | 113 |
|
|
2024
Q1 | $206K | Sell |
7,125
-4,124
| -37% | -$119K | 0.15% | 161 |
|
|
2023
Q4 | $305K | Sell |
11,249
-964
| -8% | -$26.1K | 0.24% | 105 |
|
|
2023
Q3 | $442K | Sell |
12,213
-306
| -2% | -$11.1K | 0.32% | 82 |
|
|
2023
Q2 | $407K | Hold |
12,519
| – | – | 0.31% | 91 |
|
|
2023
Q1 | $407K | Buy |
12,519
+5,496
| +78% | +$179K | 0.31% | 91 |
|
|
2022
Q4 | $236K | Buy |
+7,023
| New | +$236K | 0.19% | 128 |
|