WealthOne’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,325
| Closed | -$381K | – | 117 |
|
|
2022
Q4 | $381K | Sell |
11,325
-100
| -0.9% | -$3.37K | 0.15% | 66 |
|
|
2022
Q3 | $352K | Hold |
11,425
| – | – | 0.15% | 71 |
|
|
2022
Q2 | $413K | Hold |
11,425
| – | – | 0.17% | 66 |
|
|
2022
Q1 | $523K | Hold |
11,425
| – | – | 0.18% | 61 |
|
|
2021
Q4 | $489K | Hold |
11,425
| – | – | 0.17% | 62 |
|
|
2021
Q3 | $588K | Buy |
11,425
+91
| +0.8% | +$4.68K | 0.22% | 58 |
|
|
2021
Q2 | $602K | Buy |
11,334
+9
| +0.1% | +$478 | 0.24% | 56 |
|
|
2021
Q1 | $692K | Buy |
11,325
+1,975
| +21% | +$121K | 0.3% | 49 |
|
|
2020
Q4 | $436K | Hold |
9,350
| – | – | 0.21% | 66 |
|
|
2020
Q3 | $351K | Buy |
+9,350
| New | +$351K | 0.2% | 69 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$7K | – | 353 |
|
|
2018
Q4 | $7K | Buy |
+150
| New | +$7K | 0.01% | 419 |
|