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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54,240
| Closed | -$1.67M | – | 66 |
|
|
2022
Q3 | $1.67M | Sell |
54,240
-2,765
| -5% | -$85.3K | 0.85% | 22 |
|
|
2022
Q2 | $2.06M | Sell |
57,005
-306
| -0.5% | -$11.1K | 1% | 21 |
|
|
2022
Q1 | $2.63M | Sell |
57,311
-14,432
| -20% | -$661K | 0.95% | 20 |
|
|
2021
Q4 | $3.07M | Sell |
71,743
-7,091
| -9% | -$304K | 1.07% | 19 |
|
|
2021
Q3 | $4.34M | Sell |
78,834
-5,225
| -6% | -$288K | 1.7% | 15 |
|
|
2021
Q2 | $4.35M | Sell |
84,059
-1,032
| -1% | -$53.4K | 1.58% | 15 |
|
|
2021
Q1 | $5.09M | Buy |
85,091
+20,620
| +32% | +$1.23M | 2.02% | 15 |
|
|
2020
Q4 | $3.01M | Buy |
64,471
+117
| +0.2% | +$5.45K | 1.32% | 18 |
|
|
2020
Q3 | $2.51M | Buy |
64,354
+21,359
| +50% | +$833K | 1.17% | 18 |
|
|
2020
Q2 | $1.48M | Buy |
42,995
+20,920
| +95% | +$718K | 0.78% | 19 |
|
|
2020
Q1 | $677K | Buy |
22,075
+1,920
| +10% | +$58.9K | 0.45% | 28 |
|
|
2019
Q4 | $1.16M | Buy |
+20,155
| New | +$1.16M | 0.66% | 24 |
|