WT Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52,898
| Closed | -$1.53M | – | 113 |
|
|
2023
Q4 | $1.53M | Buy |
52,898
+8,364
| +19% | +$243K | 0.61% | 51 |
|
|
2023
Q3 | $1.21M | Buy |
44,534
+10,808
| +32% | +$293K | 0.52% | 56 |
|
|
2023
Q2 | $1.23M | Buy |
33,726
+1,327
| +4% | +$48.2K | 0.51% | 54 |
|
|
2023
Q1 | $1.05M | Buy |
32,399
+327
| +1% | +$10.6K | 0.46% | 66 |
|
|
2022
Q4 | $1.08M | Buy |
+32,072
| New | +$1.08M | 0.52% | 63 |
|
|
2021
Q3 | – | Sell |
-19,859
| Closed | -$1.05M | – | 128 |
|
|
2021
Q2 | $1.05M | Buy |
19,859
+336
| +2% | +$17.8K | 0.43% | 78 |
|
|
2021
Q1 | $1.19M | Buy |
+19,523
| New | +$1.19M | 0.55% | 55 |
|
|
2020
Q4 | – | Sell |
-6,965
| Closed | -$261K | – | 114 |
|
|
2020
Q3 | $261K | Sell |
6,965
-14,392
| -67% | -$539K | 0.17% | 96 |
|
|
2020
Q2 | $729K | Buy |
21,357
+8,885
| +71% | +$303K | 0.59% | 42 |
|
|
2020
Q1 | $444K | Buy |
+12,472
| New | +$444K | 0.47% | 46 |
|