WealthPLAN Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,292
| Closed | -$228K | – | 776 |
|
|
2023
Q2 | $228K | Sell |
6,292
-1,600
| -20% | -$57.9K | 0.03% | 274 |
|
|
2023
Q1 | $257K | Sell |
7,892
-1,061
| -12% | -$34.5K | 0.03% | 270 |
|
|
2022
Q4 | $318K | Buy |
+8,953
| New | +$318K | 0.02% | 305 |
|
|
2022
Q1 | $481K | Sell |
10,286
-5,224
| -34% | -$244K | 0.03% | 256 |
|
|
2021
Q4 | $694K | Buy |
15,510
+3,798
| +32% | +$170K | 0.05% | 219 |
|
|
2021
Q3 | $529K | Sell |
11,712
-5,124
| -30% | -$231K | 0.04% | 246 |
|
|
2021
Q2 | $873K | Buy |
16,836
+192
| +1% | +$9.96K | 0.06% | 161 |
|
|
2021
Q1 | $1.01M | Sell |
16,644
-693
| -4% | -$42.1K | 0.08% | 143 |
|
|
2020
Q4 | $852K | Sell |
17,337
-621
| -3% | -$30.5K | 0.07% | 151 |
|
|
2020
Q3 | $753K | Buy |
17,958
+1,655
| +10% | +$69.4K | 0.07% | 151 |
|
|
2020
Q2 | $566K | Buy |
16,303
+3,324
| +26% | +$115K | 0.06% | 169 |
|
|
2020
Q1 | $322K | Buy |
+12,979
| New | +$322K | 0.04% | 191 |
|
|
2016
Q3 | $7.83K | Sell |
200
-765
| -79% | -$30K | ﹤0.01% | 641 |
|
|
2016
Q2 | $38 | Buy |
+965
| New | +$38 | ﹤0.01% | 2460 |
|
|
2015
Q4 | $46 | Buy |
+1,060
| New | +$46 | ﹤0.01% | 1667 |
|
|
2015
Q2 | $26K | Buy |
780
+422
| +118% | +$14.1K | 0.01% | 233 |
|
|
2015
Q1 | $16K | Buy |
+358
| New | +$16K | 0.01% | 337 |
|