WhitTier Trust Company’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 | $29.3K | Buy |
905
+16
| +2% | +$519 | ﹤0.01% | 896 |
|
|
2025
Q1 | $29.8K | Hold |
889
| – | – | ﹤0.01% | 879 |
|
|
2024
Q4 | $29.9K | Hold |
889
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $26.3K | Sell |
889
-648
| -42% | -$19.2K | ﹤0.01% | 889 |
|
|
2024
Q2 | $44K | Sell |
1,537
-23
| -1% | -$658 | ﹤0.01% | 735 |
|
|
2024
Q1 | $45.5K | Buy |
1,560
+11
| +0.7% | +$321 | ﹤0.01% | 704 |
|
|
2023
Q4 | $44.7K | Sell |
1,549
-6
| -0.4% | -$173 | ﹤0.01% | 692 |
|
|
2023
Q3 | $42.1K | Hold |
1,555
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $56.3K | Buy |
1,555
+660
| +74% | +$23.9K | ﹤0.01% | 649 |
|
|
2023
Q1 | $29.1K | Buy |
895
+18
| +2% | +$586 | ﹤0.01% | 776 |
|
|
2022
Q4 | $29.5K | Sell |
877
-938
| -52% | -$31.6K | ﹤0.01% | 767 |
|
|
2022
Q3 | $56K | Sell |
1,815
-1,235
| -40% | -$38.1K | ﹤0.01% | 645 |
|
|
2022
Q2 | $110K | Buy |
3,050
+1,235
| +68% | +$44.5K | ﹤0.01% | 538 |
|
|
2022
Q1 | $83K | Hold |
1,815
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $78K | Sell |
1,815
-488
| -21% | -$21K | ﹤0.01% | 605 |
|
|
2021
Q3 | $118K | Hold |
2,303
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $122K | Hold |
2,303
| – | – | 0.01% | 513 |
|
|
2021
Q1 | $141K | Buy |
2,303
+488
| +27% | +$29.9K | 0.01% | 484 |
|
|
2020
Q4 | $85K | Buy |
1,815
+392
| +28% | +$18.4K | ﹤0.01% | 532 |
|
|
2020
Q3 | $53K | Buy |
1,423
+255
| +22% | +$9.5K | ﹤0.01% | 593 |
|
|
2020
Q2 | $40K | Sell |
1,168
-3
| -0.3% | -$103 | ﹤0.01% | 614 |
|
|
2020
Q1 | $42K | Buy |
1,171
+730
| +166% | +$26.2K | ﹤0.01% | 585 |
|
|
2019
Q4 | $24K | Hold |
441
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $24K | Hold |
441
| – | – | ﹤0.01% | 707 |
|
|
2019
Q2 | $22K | Hold |
441
| – | – | ﹤0.01% | 724 |
|
|
2019
Q1 | $23K | Hold |
441
| – | – | ﹤0.01% | 714 |
|
|
2018
Q4 | $20K | Buy |
+441
| New | +$20K | ﹤0.01% | 725 |
|