West Branch 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
Q2 | $520 | Hold |
16
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $538 | Sell |
16
-184
| -92% | -$6.19K | ﹤0.01% | 438 |
|
|
2024
Q4 | $6.72K | Hold |
200
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $5.93K | Hold |
200
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $5.72K | Hold |
200
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $5.84K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $5.78K | Sell |
200
-60
| -23% | -$1.73K | ﹤0.01% | 319 |
|
|
2023
Q3 | $7.04K | Hold |
260
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $9.42K | Hold |
260
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $8.46K | Hold |
260
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $8.75K | Hold |
260
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $8K | Hold |
260
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $9K | Hold |
260
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $12K | Hold |
260
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 315 |
|