Wealthspire Advisors (Maryland)’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,752
| Closed | -$311K | – | 472 |
|
|
2019
Q4 | $311K | Buy |
5,752
+93
| +2% | +$5.03K | 0.02% | 369 |
|
|
2019
Q3 | $306K | Sell |
5,659
-96
| -2% | -$5.19K | 0.02% | 343 |
|
|
2019
Q2 | $292K | Sell |
5,755
-275
| -5% | -$14K | 0.02% | 359 |
|
|
2019
Q1 | $313K | Sell |
6,030
-13
| -0.2% | -$675 | 0.02% | 346 |
|
|
2018
Q4 | $281K | Sell |
6,043
-137
| -2% | -$6.37K | 0.03% | 335 |
|
|
2018
Q3 | $386K | Buy |
6,180
+58
| +0.9% | +$3.62K | 0.03% | 293 |
|
|
2018
Q2 | $311K | Sell |
6,122
-94
| -2% | -$4.78K | 0.03% | 352 |
|
|
2018
Q1 | $356K | Sell |
6,216
-1,112
| -15% | -$63.7K | 0.03% | 318 |
|
|
2017
Q4 | $480K | Sell |
7,328
-1,292
| -15% | -$84.6K | 0.05% | 256 |
|
|
2017
Q3 | $483K | Sell |
8,620
-1,278
| -13% | -$71.6K | 0.05% | 245 |
|
|
2017
Q2 | $615K | Sell |
9,898
-923
| -9% | -$57.3K | 0.07% | 190 |
|
|
2017
Q1 | $582K | Sell |
10,821
-491
| -4% | -$26.4K | 0.08% | 159 |
|
|
2016
Q4 | $564K | Buy |
11,312
+390
| +4% | +$19.4K | 0.08% | 157 |
|
|
2016
Q3 | $425K | Buy |
10,922
+3,076
| +39% | +$120K | 0.07% | 199 |
|
|
2016
Q2 | $308K | Buy |
7,846
+955
| +14% | +$37.5K | 0.05% | 246 |
|
|
2016
Q1 | $309K | Sell |
6,891
-106
| -2% | -$4.75K | 0.05% | 248 |
|
|
2015
Q4 | $301K | Buy |
+6,997
| New | +$301K | 0.06% | 257 |
|