WFG Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $306K | Buy |
4,931
+1,010
| +26% | +$62.7K | 0.07% | 282 |
|
|
2017
Q1 | $211K | Sell |
3,921
-81
| -2% | -$4.36K | 0.06% | 322 |
|
|
2016
Q4 | $199K | Buy |
4,002
+31
| +0.8% | +$1.54K | 0.05% | 384 |
|
|
2016
Q3 | $154K | Buy |
3,971
+225
| +6% | +$8.73K | 0.04% | 425 |
|
|
2016
Q2 | $147K | Sell |
3,746
-1,002
| -21% | -$39.3K | 0.04% | 409 |
|
|
2016
Q1 | $213K | Sell |
4,748
-91
| -2% | -$4.08K | 0.06% | 285 |
|
|
2015
Q4 | $208K | Sell |
4,839
-1,858
| -28% | -$79.9K | 0.06% | 282 |
|
|
2015
Q3 | $255K | Sell |
6,697
-748
| -10% | -$28.5K | 0.08% | 243 |
|
|
2015
Q2 | $246K | Sell |
7,445
-4,163
| -36% | -$138K | 0.07% | 286 |
|
|
2015
Q1 | $514K | Sell |
11,608
-7,177
| -38% | -$318K | 0.14% | 167 |
|
|
2014
Q4 | $795K | Sell |
18,785
-2,719
| -13% | -$115K | 0.16% | 144 |
|
|
2014
Q3 | $726K | Buy |
21,504
+703
| +3% | +$23.7K | 0.14% | 179 |
|
|
2014
Q2 | $559K | Sell |
20,801
-151
| -0.7% | -$4.06K | 0.1% | 227 |
|
|
2014
Q1 | $495K | Sell |
20,952
-18,133
| -46% | -$428K | 0.1% | 248 |
|
|
2013
Q4 | $736K | Sell |
39,085
-500
| -1% | -$9.42K | 0.1% | 225 |
|
|
2013
Q3 | $576K | Buy |
39,585
+437
| +1% | +$6.36K | 0.09% | 255 |
|
|
2013
Q2 | $505K | Buy |
+39,148
| New | +$505K | 0.08% | 257 |
|