Winthrop Advisory Group’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 | $555K | Hold |
17,000
| – | – | 0.05% | 96 |
|
|
2025
Q1 | $574K | Hold |
17,000
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $572K | Sell |
17,000
-207
| -1% | -$6.96K | 0.07% | 88 |
|
|
2024
Q3 | $510K | Sell |
17,207
-854
| -5% | -$25.3K | 0.06% | 86 |
|
|
2024
Q2 | $517K | Hold |
18,061
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $527K | Buy |
18,061
+6
| +0% | +$175 | 0.08% | 78 |
|
|
2023
Q4 | $521K | Sell |
18,055
-100
| -0.6% | -$2.89K | 0.08% | 74 |
|
|
2023
Q3 | $491K | Buy |
18,155
+13
| +0.1% | +$352 | 0.08% | 72 |
|
|
2023
Q2 | $660K | Sell |
18,142
-1
| -0% | -$36 | 0.11% | 64 |
|
|
2023
Q1 | $590K | Buy |
18,143
+11
| +0.1% | +$358 | 0.1% | 66 |
|
|
2022
Q4 | $610K | Hold |
18,132
| – | – | 0.12% | 63 |
|
|
2022
Q3 | $559K | Hold |
18,132
| – | – | 0.12% | 59 |
|
|
2022
Q2 | $655K | Hold |
18,132
| – | – | 0.15% | 53 |
|
|
2022
Q1 | $830K | Hold |
18,132
| – | – | 0.17% | 47 |
|
|
2021
Q4 | $777K | Hold |
18,132
| – | – | 0.16% | 52 |
|
|
2021
Q3 | $933K | Sell |
18,132
-7
| -0% | -$360 | 0.21% | 44 |
|
|
2021
Q2 | $979K | Buy |
18,139
+7
| +0% | +$378 | 0.22% | 41 |
|
|
2021
Q1 | $1.11M | Hold |
18,132
| – | – | 0.27% | 38 |
|
|
2020
Q4 | $845K | Buy |
+18,132
| New | +$845K | 0.22% | 42 |
|