Wealthspire Advisors (New York)’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 | – | Sell |
-6,253
| Closed | -$210K | – | 865 |
|
|
2025
Q1 | $210K | Buy |
6,253
+239
| +4% | +$8.03K | ﹤0.01% | 731 |
|
|
2024
Q4 | $202K | Sell |
6,014
-790
| -12% | -$26.6K | ﹤0.01% | 749 |
|
|
2024
Q3 | $202K | Sell |
6,804
-392
| -5% | -$11.6K | ﹤0.01% | 713 |
|
|
2024
Q2 | $206K | Buy |
+7,196
| New | +$206K | ﹤0.01% | 617 |
|
|
2024
Q1 | – | Sell |
-11,819
| Closed | -$341K | – | 660 |
|
|
2023
Q4 | $341K | Buy |
11,819
+2,475
| +26% | +$71.5K | ﹤0.01% | 498 |
|
|
2023
Q3 | $253K | Sell |
9,344
-88
| -0.9% | -$2.38K | ﹤0.01% | 517 |
|
|
2023
Q2 | $342K | Hold |
9,432
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $307K | Buy |
+9,432
| New | +$307K | 0.01% | 436 |
|
|
2021
Q4 | – | Sell |
-4,022
| Closed | -$207K | – | 590 |
|
|
2021
Q3 | $207K | Buy |
+4,022
| New | +$207K | ﹤0.01% | 545 |
|
|
2021
Q2 | – | Sell |
-7,980
| Closed | -$487K | – | 541 |
|
|
2021
Q1 | $487K | Buy |
7,980
+3,000
| +60% | +$183K | 0.01% | 404 |
|
|
2020
Q4 | $232K | Buy |
+4,980
| New | +$232K | 0.01% | 520 |
|
|
2019
Q1 | – | Sell |
-212
| Closed | -$10K | – | 481 |
|
|
2018
Q4 | $10K | Buy |
+212
| New | +$10K | ﹤0.01% | 505 |
|