Williams Jones Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
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|
2025
Q1 | $4.2M | Hold |
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|
2024
Q4 | $4.2M | Hold |
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|
2024
Q3 | $3.7M | Sell |
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|
2024
Q2 | $3.72M | Sell |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $4.28M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $4.06M | Sell |
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|
2022
Q2 | $4.88M | Buy |
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|
2022
Q1 | $623K | Buy |
|