World Investment Advisors’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 | $603K | Sell |
18,548
-1,723
| -8% | -$56K | 0.01% | 667 |
|
|
2025
Q1 | $682K | Sell |
20,271
-226
| -1% | -$7.61K | 0.02% | 601 |
|
|
2024
Q4 | $691K | Buy |
20,497
+3,603
| +21% | +$121K | 0.02% | 565 |
|
|
2024
Q3 | $501K | Sell |
16,894
-900
| -5% | -$26.7K | 0.02% | 591 |
|
|
2024
Q2 | $509K | Buy |
17,794
+9,201
| +107% | +$263K | 0.03% | 402 |
|
|
2024
Q1 | $251K | Sell |
8,593
-12,508
| -59% | -$365K | 0.04% | 337 |
|
|
2023
Q4 | $613K | Sell |
21,101
-408
| -2% | -$11.9K | 0.08% | 200 |
|
|
2023
Q3 | $582K | Buy |
21,509
+27
| +0.1% | +$731 | 0.12% | 127 |
|
|
2023
Q2 | $782K | Sell |
21,482
-885
| -4% | -$32.2K | 0.15% | 106 |
|
|
2023
Q1 | $728K | Buy |
22,367
+5,438
| +32% | +$177K | 0.15% | 105 |
|
|
2022
Q4 | $570K | Sell |
16,929
-1,710
| -9% | -$57.6K | 0.13% | 116 |
|
|
2022
Q3 | $575K | Sell |
18,639
-100
| -0.5% | -$3.09K | 0.14% | 120 |
|
|
2022
Q2 | $731K | Sell |
18,739
-538
| -3% | -$21K | 0.15% | 109 |
|
|
2022
Q1 | $883K | Sell |
19,277
-636
| -3% | -$29.1K | 0.18% | 99 |
|
|
2021
Q4 | $927K | Buy |
19,913
+15,866
| +392% | +$739K | 0.19% | 98 |
|
|
2021
Q3 | $208K | Sell |
4,047
-1,689
| -29% | -$86.8K | 0.05% | 238 |
|
|
2021
Q2 | $305K | Buy |
5,736
+829
| +17% | +$44.1K | 0.07% | 184 |
|
|
2021
Q1 | $294K | Sell |
4,907
-278
| -5% | -$16.7K | 0.07% | 175 |
|
|
2020
Q4 | $266K | Sell |
5,185
-895
| -15% | -$45.9K | 0.07% | 181 |
|
|
2020
Q3 | $228K | Buy |
+6,080
| New | +$228K | 0.08% | 146 |
|