Wedmont Private Capital’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,160
| Closed | -$237K | – | 740 |
|
|
2024
Q4 | $237K | Buy |
+7,160
| New | +$237K | 0.01% | 608 |
|
|
2022
Q4 | – | Sell |
-6,908
| Closed | -$213K | – | 460 |
|
|
2022
Q3 | $213K | Buy |
6,908
+481
| +7% | +$14.8K | 0.04% | 347 |
|
|
2022
Q2 | $232K | Sell |
6,427
-196
| -3% | -$7.08K | 0.05% | 293 |
|
|
2022
Q1 | $304K | Buy |
6,623
+940
| +17% | +$43.1K | 0.07% | 234 |
|
|
2021
Q4 | $260K | Buy |
+5,683
| New | +$260K | 0.08% | 195 |
|