Waratah 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,159
| Closed | -$384K | – | 135 |
|
|
2024
Q1 | $384K | Buy |
+13,159
| New | +$384K | 0.01% | 125 |
|
|
2021
Q2 | – | Sell |
-25,188
| Closed | -$1.54M | – | 272 |
|
|
2021
Q1 | $1.54M | Buy |
+25,188
| New | +$1.54M | 0.03% | 121 |
|
|
2016
Q2 | – | Sell |
-25,250
| Closed | -$1.13M | – | 127 |
|
|
2016
Q1 | $1.13M | Buy |
+25,250
| New | +$1.13M | 0.23% | 76 |
|