Wealth Enhancement Advisory Services’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 | $1.08M | Buy |
31,704
+6,028
| +23% | +$205K | ﹤0.01% | 1700 |
|
|
2025
Q1 | $862K | Buy |
25,676
+1,329
| +5% | +$44.6K | ﹤0.01% | 1673 |
|
|
2024
Q4 | $819K | Buy |
24,347
+691
| +3% | +$23.2K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $701K | Sell |
23,656
-1,021
| -4% | -$30.3K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $706K | Buy |
24,677
+287
| +1% | +$8.21K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $712K | Buy |
24,390
+1,248
| +5% | +$36.4K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $668K | Sell |
23,142
-4,066
| -15% | -$117K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $737K | Buy |
+27,208
| New | +$737K | ﹤0.01% | 1226 |
|
|
2016
Q3 | – | Sell |
-31,168
| Closed | -$1.22M | – | 164 |
|
|
2016
Q2 | $1.22M | Buy |
31,168
+3,382
| +12% | +$133K | 0.22% | 94 |
|
|
2016
Q1 | $1.23M | Buy |
27,786
+4,379
| +19% | +$193K | 0.25% | 64 |
|
|
2015
Q4 | $1.01M | Buy |
23,407
+1,679
| +8% | +$72.3K | 0.26% | 74 |
|
|
2015
Q3 | $842K | Buy |
21,728
+3,774
| +21% | +$146K | 0.26% | 84 |
|
|
2015
Q2 | $594K | Buy |
17,954
+1,349
| +8% | +$44.6K | 0.18% | 112 |
|
|
2015
Q1 | $736K | Buy |
16,605
+2,009
| +14% | +$89K | 0.28% | 74 |
|
|
2014
Q4 | $618K | Buy |
+14,596
| New | +$618K | 0.24% | 75 |
|