Wealthstreet Investment Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-371,015
| Closed | -$22.7M | – | 231 |
|
|
2021
Q1 | $22.7M | Sell |
371,015
-10,571
| -3% | -$645K | 2.21% | 6 |
|
|
2020
Q4 | $17.8M | Sell |
381,586
-257
| -0.1% | -$12K | 1.8% | 11 |
|
|
2020
Q3 | $14.3M | Sell |
381,843
-10
| -0% | -$375 | 1.6% | 14 |
|
|
2020
Q2 | $13.1M | Sell |
381,853
-4,028
| -1% | -$138K | 1.6% | 13 |
|
|
2020
Q1 | $13.7M | Sell |
385,881
-12,838
| -3% | -$457K | 2.03% | 9 |
|
|
2019
Q4 | $21.5M | Sell |
398,719
-750
| -0.2% | -$40.5K | 2.51% | 5 |
|
|
2019
Q3 | $22.9M | Sell |
399,469
-5,750
| -1% | -$329K | 2.92% | 3 |
|
|
2019
Q2 | $20.6M | Buy |
405,219
+6,200
| +2% | +$315K | 2.66% | 3 |
|
|
2019
Q1 | $20.7M | Sell |
399,019
-23,900
| -6% | -$1.24M | 2.73% | 3 |
|
|
2018
Q4 | $23.5M | Sell |
422,919
-8,120
| -2% | -$451K | 3.29% | 1 |
|
|
2018
Q3 | $26.9M | Sell |
431,039
-3,150
| -0.7% | -$197K | 3.32% | 2 |
|
|
2018
Q2 | $22.1M | Sell |
434,189
-427,900
| -50% | -$21.8M | 2.92% | 2 |
|
|
2018
Q1 | $49.4M | Sell |
862,089
-4,791
| -0.6% | -$274K | 6.19% | 1 |
|
|
2017
Q4 | $56.7M | Buy |
+866,880
| New | +$56.7M | 6.87% | 1 |
|