XML Financial’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,766
| Closed | -$607K | – | 328 |
|
|
2023
Q2 | $607K | Sell |
16,766
-103
| -0.6% | -$3.73K | 0.07% | 195 |
|
|
2023
Q1 | $549K | Buy |
16,869
+141
| +0.8% | +$4.59K | 0.07% | 203 |
|
|
2022
Q4 | $563K | Buy |
16,728
+4,988
| +42% | +$168K | 0.07% | 198 |
|
|
2022
Q3 | $362K | Buy |
11,740
+100
| +0.9% | +$3.08K | 0.05% | 227 |
|
|
2022
Q2 | $420K | Hold |
11,640
| – | – | 0.1% | 150 |
|
|
2022
Q1 | $533K | Buy |
11,640
+2,209
| +23% | +$101K | 0.06% | 202 |
|
|
2021
Q4 | $404K | Buy |
+9,431
| New | +$404K | 0.05% | 231 |
|