WhitTier Trust Company’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.2K	Buy	923 +18	+2%	+$813	﹤0.01%	788
2025 Q4	$38.4K	Hold	905	–	–	﹤0.01%	757
2025 Q3	$29.4K	Hold	905	–	–	﹤0.01%	799
2025 Q2	$29.3K	Buy	905 +16	+2%	+$482	﹤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%	-$17.9K	﹤0.01%	889
2024 Q2	$44K	Sell	1,537 -23	-1%	-$642	﹤0.01%	735
2024 Q1	$45.5K	Buy	1,560 +11	+0.7%	+$341	﹤0.01%	704
2023 Q4	$44.7K	Sell	1,549 -6	-0.4%	-$156	﹤0.01%	692
2023 Q3	$42.1K	Hold	1,555	–	–	﹤0.01%	677
2023 Q2	$56.3K	Buy	1,555 +660	+74%	+$20.7K	﹤0.01%	649
2023 Q1	$29.1K	Buy	895 +18	+2%	+$612	﹤0.01%	776
2022 Q4	$29.5K	Sell	877 -938	-52%	-$33.8K	﹤0.01%	767
2022 Q3	$56K	Sell	1,815 -1,235	-40%	-$46.3K	﹤0.01%	645
2022 Q2	$110K	Buy	3,050 +1,235	+68%	+$53.1K	﹤0.01%	538
2022 Q1	$83K	Hold	1,815	–	–	﹤0.01%	597
2021 Q4	$78K	Sell	1,815 -488	-21%	-$22.9K	﹤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%	+$26K	0.01%	484
2020 Q4	$85K	Buy	1,815 +392	+28%	+$17K	﹤0.01%	532
2020 Q3	$53K	Buy	1,423 +255	+22%	+$9.06K	﹤0.01%	593
2020 Q2	$40K	Sell	1,168 -3	-0.3%	-$95	﹤0.01%	614
2020 Q1	$42K	Buy	1,171 +730	+166%	+$36.2K	﹤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	+$23.4K	﹤0.01%	725