WealthTrust Axiom’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,516
| Closed | -$232K | – | 272 |
|
|
2021
Q3 | $232K | Sell |
4,516
-1,200
| -21% | -$61.6K | 0.08% | 202 |
|
|
2021
Q2 | $303K | Hold |
5,716
| – | – | 0.1% | 172 |
|
|
2021
Q1 | $349K | Sell |
5,716
-51
| -0.9% | -$3.11K | 0.12% | 153 |
|
|
2020
Q4 | $268K | Buy |
5,767
+142
| +3% | +$6.6K | 0.1% | 171 |
|
|
2020
Q3 | $210K | Buy |
+5,625
| New | +$210K | 0.09% | 167 |
|
|
2020
Q2 | – | Sell |
-7,600
| Closed | -$270K | – | 213 |
|
|
2020
Q1 | $270K | Sell |
7,600
-1,250
| -14% | -$44.4K | 0.13% | 135 |
|
|
2019
Q4 | $477K | Hold |
8,850
| – | – | 0.16% | 106 |
|
|
2019
Q3 | $477K | Sell |
8,850
-250
| -3% | -$13.5K | 0.17% | 113 |
|
|
2019
Q2 | $462K | Hold |
9,100
| – | – | 0.16% | 114 |
|
|
2019
Q1 | $472K | Hold |
9,100
| – | – | 0.17% | 113 |
|
|
2018
Q4 | $422K | Hold |
9,100
| – | – | 0.17% | 110 |
|
|
2018
Q3 | $568K | Sell |
9,100
-500
| -5% | -$31.2K | 0.19% | 109 |
|
|
2018
Q2 | $488K | Buy |
+9,600
| New | +$488K | 0.17% | 117 |
|