Winch Advisory Services’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 | $19.4K | Buy |
599
+316
| +112% | +$10.3K | ﹤0.01% | 237 |
|
|
2025
Q1 | $9.49K | Sell |
283
-210
| -43% | -$7.04K | ﹤0.01% | 287 |
|
|
2024
Q4 | $16.6K | Sell |
493
-254
| -34% | -$8.54K | ﹤0.01% | 239 |
|
|
2024
Q3 | $22.1K | Buy |
747
+9
| +1% | +$267 | 0.01% | 211 |
|
|
2024
Q2 | $21.1K | Hold |
738
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $21.5K | Buy |
738
+9
| +1% | +$263 | 0.01% | 202 |
|
|
2023
Q4 | $21.1K | Buy |
729
+45
| +7% | +$1.3K | 0.01% | 203 |
|
|
2023
Q3 | $19K | Buy |
684
+8
| +1% | +$222 | 0.01% | 202 |
|
|
2023
Q2 | $24K | Hold |
676
| – | – | 0.01% | 179 |
|
|
2023
Q1 | $22K | Buy |
676
+7
| +1% | +$228 | 0.01% | 184 |
|
|
2022
Q4 | $23K | Hold |
669
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $21K | Hold |
669
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $24K | Sell |
669
-201
| -23% | -$7.21K | 0.01% | 162 |
|
|
2022
Q1 | $40K | Sell |
870
-2
| -0.2% | -$92 | 0.01% | 145 |
|
|
2021
Q4 | $37K | Hold |
872
| – | – | 0.01% | 151 |
|
|
2021
Q3 | $45K | Hold |
872
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $46K | Hold |
872
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $53K | Hold |
872
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $41K | Buy |
872
+53
| +6% | +$2.49K | 0.02% | 112 |
|
|
2020
Q3 | $31K | Buy |
819
+86
| +12% | +$3.26K | 0.01% | 119 |
|
|
2020
Q2 | $25K | Buy |
733
+505
| +221% | +$17.2K | 0.01% | 127 |
|
|
2020
Q1 | $8K | Buy |
228
+63
| +38% | +$2.21K | ﹤0.01% | 188 |
|
|
2019
Q4 | $9K | Buy |
165
+15
| +10% | +$818 | ﹤0.01% | 215 |
|
|
2019
Q3 | $8K | Buy |
150
+1
| +0.7% | +$53 | ﹤0.01% | 216 |
|
|
2019
Q2 | $8K | Hold |
149
| – | – | ﹤0.01% | 223 |
|
|
2019
Q1 | $8K | Buy |
149
+1
| +0.7% | +$54 | ﹤0.01% | 218 |
|
|
2018
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 205 |
|
|
2018
Q3 | $9K | Buy |
148
+1
| +0.7% | +$61 | ﹤0.01% | 184 |
|
|
2018
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 216 |
|
|
2018
Q1 | $8K | Buy |
147
+1
| +0.7% | +$54 | ﹤0.01% | 201 |
|
|
2017
Q4 | $10K | Hold |
146
| – | – | 0.01% | 183 |
|
|
2017
Q3 | $8K | Hold |
146
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $9K | Buy |
146
+1
| +0.7% | +$62 | 0.01% | 196 |
|
|
2017
Q1 | $8K | Hold |
145
| – | – | 0.01% | 184 |
|
|
2016
Q4 | $7K | Buy |
145
+100
| +222% | +$4.83K | ﹤0.01% | 168 |
|
|
2016
Q3 | $2K | Buy |
45
+11
| +32% | +$489 | ﹤0.01% | 233 |
|
|
2016
Q2 | $1K | Buy |
34
+16
| +89% | +$471 | ﹤0.01% | 249 |
|
|
2016
Q1 | $1K | Buy |
18
+7
| +64% | +$389 | ﹤0.01% | 221 |
|
|
2015
Q4 | $0 | Buy |
11
+6
| +120% | – | ﹤0.01% | 273 |
|
|
2015
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 261 |
|
|
2015
Q2 | – | Sell |
-58,517
| Closed | -$2.59M | – | 327 |
|
|
2015
Q1 | $2.59M | Buy |
58,517
+41,584
| +246% | +$1.84M | 1.51% | 21 |
|
|
2014
Q4 | $717K | Buy |
+16,933
| New | +$717K | 0.39% | 29 |
|