Wilbanks Smith & Thomas Asset Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,019
| Closed | -$207K | – | 514 |
|
2021
Q3 | $207K | Hold |
4,019
| – | – | 0.01% | 478 |
|
2021
Q2 | $213K | Hold |
4,019
| – | – | 0.01% | 465 |
|
2021
Q1 | $245K | Buy |
+4,019
| New | +$245K | 0.01% | 415 |
|
2020
Q1 | – | Sell |
-4,957
| Closed | -$268K | – | 411 |
|
2019
Q4 | $268K | Buy |
+4,957
| New | +$268K | 0.02% | 347 |
|
2018
Q4 | – | Sell |
-349
| Closed | -$22K | – | 901 |
|
2018
Q3 | $22K | Buy |
+349
| New | +$22K | ﹤0.01% | 861 |
|