Westside Investment Management’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 | $13K | Hold |
402
| – | – | ﹤0.01% | 846 |
|
|
2025
Q1 | $13.5K | Hold |
402
| – | – | ﹤0.01% | 640 |
|
|
2024
Q4 | $13.5K | Sell |
402
-825
| -67% | -$27.7K | ﹤0.01% | 632 |
|
|
2024
Q3 | $36.4K | Hold |
1,227
| – | – | 0.01% | 448 |
|
|
2024
Q2 | $35.1K | Sell |
1,227
-200
| -14% | -$5.72K | 0.01% | 444 |
|
|
2024
Q1 | $41.7K | Sell |
1,427
-150
| -10% | -$4.38K | 0.01% | 400 |
|
|
2023
Q4 | $45.5K | Sell |
1,577
-125
| -7% | -$3.61K | 0.01% | 375 |
|
|
2023
Q3 | $46.1K | Sell |
1,702
-800
| -32% | -$21.7K | 0.01% | 356 |
|
|
2023
Q2 | $91.3K | Hold |
2,502
| – | – | 0.03% | 284 |
|
|
2023
Q1 | $81.4K | Buy |
2,502
+975
| +64% | +$31.7K | 0.02% | 295 |
|
|
2022
Q4 | $26.1K | Sell |
1,527
-625
| -29% | -$10.7K | 0.06% | 158 |
|
|
2022
Q3 | $24.7K | Sell |
2,152
-300
| -12% | -$3.45K | 0.06% | 167 |
|
|
2022
Q2 | $36.8K | Hold |
2,452
| – | – | 0.08% | 142 |
|
|
2022
Q1 | $36.8K | Hold |
2,452
| – | – | 0.08% | 142 |
|
|
2021
Q4 | $43.6K | Hold |
2,452
| – | – | 0.1% | 133 |
|
|
2021
Q3 | $43.6K | Buy |
2,452
+1,400
| +133% | +$24.9K | 0.1% | 131 |
|
|
2021
Q2 | $42.5K | Hold |
1,052
| – | – | 0.1% | 128 |
|
|
2021
Q1 | $48.9K | Hold |
1,052
| – | – | 0.13% | 111 |
|
|
2020
Q4 | $37.3K | Hold |
1,052
| – | – | 0.1% | 109 |
|
|
2020
Q3 | $30K | Buy |
1,052
+800
| +317% | +$22.8K | 0.01% | 110 |
|
|
2020
Q2 | $8 | Sell |
252
-948
| -79% | -$30 | ﹤0.01% | 498 |
|
|
2020
Q1 | $42 | Buy |
+1,200
| New | +$42 | ﹤0.01% | 339 |
|
|
2019
Q2 | $60 | Buy |
+1,198
| New | +$60 | ﹤0.01% | 294 |
|
|
2018
Q4 | $52.4K | Sell |
1,127
-314
| -22% | -$14.6K | 0.02% | 283 |
|
|
2018
Q3 | $88.9K | Hold |
1,441
| – | – | 0.03% | 214 |
|
|
2018
Q2 | $74.3K | Buy |
1,441
+61
| +4% | +$3.14K | 0.03% | 256 |
|
|
2018
Q1 | $75K | Buy |
1,380
+100
| +8% | +$5.43K | 0.04% | 246 |
|
|
2017
Q4 | $81.9K | Sell |
1,280
-29
| -2% | -$1.86K | 0.04% | 235 |
|
|
2017
Q3 | $75.5K | Buy |
1,309
+25
| +2% | +$1.44K | 0.05% | 234 |
|
|
2017
Q2 | $81.1K | Hold |
1,284
| – | – | 0.05% | 220 |
|
|
2017
Q1 | $68.5K | Sell |
1,284
-96
| -7% | -$5.12K | 0.03% | 234 |
|
|
2016
Q4 | $71.3K | Buy |
+1,380
| New | +$71.3K | 0.05% | 162 |
|