A detailed history of Institute For Wealth Management, Llc. transactions in Southwest Airlines CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,055 shares of LUV stock, worth $336,956. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,055
Previous 11,036 0.17%
Holding current value
$336,956
Previous $326,000 13.8%
% of portfolio
0.05%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$28.99 - $34.84 $550 - $661
19 Added 0.17%
11,055 $371,000
Q3 2024

Nov 12, 2024

BUY
$23.7 - $29.93 $261,553 - $330,307
11,036 New
11,036 $326,000
Q3 2023

Oct 13, 2023

SELL
$26.56 - $39.18 $1,195 - $1,763
-45 Reduced 0.46%
9,794 $265,000
Q2 2023

Jul 25, 2023

SELL
$28.54 - $36.21 $6,193 - $7,857
-217 Reduced 2.16%
9,839 $356,000
Q1 2023

Apr 20, 2023

SELL
$29.62 - $37.06 $25,947 - $32,464
-876 Reduced 8.01%
10,056 $327,000
Q4 2022

Feb 02, 2023

SELL
$31.22 - $40.06 $114,577 - $147,020
-3,670 Reduced 25.13%
10,932 $368,000
Q3 2022

Oct 18, 2022

SELL
$30.84 - $41.5 $3,392 - $4,565
-110 Reduced 0.75%
14,602 $450,000
Q2 2022

Jul 25, 2022

SELL
$34.98 - $48.38 $3,497 - $4,838
-100 Reduced 0.68%
14,712 $531,000
Q1 2022

Apr 29, 2022

BUY
$37.19 - $47.42 $1,338 - $1,707
36 Added 0.24%
14,812 $678,000
Q4 2021

Jan 21, 2022

SELL
$39.36 - $55.06 $53,883 - $75,377
-1,369 Reduced 8.48%
14,776 $633,000
Q3 2021

Nov 15, 2021

SELL
$47.36 - $53.86 $4,736 - $5,386
-100 Reduced 0.62%
16,145 $830,000
Q2 2021

Jul 21, 2021

SELL
$52.92 - $64.1 $5,979 - $7,243
-113 Reduced 0.69%
16,245 $862,000
Q1 2021

May 04, 2021

SELL
$43.94 - $62.1 $834 - $1,179
-19 Reduced 0.12%
16,358 $999,000
Q4 2020

Feb 01, 2021

SELL
$37.58 - $48.27 $48,741 - $62,606
-1,297 Reduced 7.34%
16,377 $763,000
Q3 2020

Nov 03, 2020

SELL
$30.89 - $42.1 $14,641 - $19,955
-474 Reduced 2.61%
17,674 $663,000
Q2 2020

Jul 30, 2020

BUY
$23.87 - $40.59 $12,078 - $20,538
506 Added 2.87%
18,148 $620,000
Q1 2020

Apr 29, 2020

SELL
$30.86 - $58.54 $24,101 - $45,719
-781 Reduced 4.24%
17,642 $628,000
Q4 2019

Feb 27, 2020

BUY
$52.04 - $58.26 $907,005 - $1.02 Million
17,429 Added 1753.42%
18,423 $994,000
Q4 2019

Jan 27, 2020

SELL
$52.04 - $58.26 $802,821 - $898,777
-15,427 Reduced 93.95%
994 $994,000
Q3 2019

Oct 28, 2019

SELL
$48.21 - $56.23 $70,049 - $81,702
-1,453 Reduced 8.13%
16,421 $887,000
Q2 2019

Aug 02, 2019

SELL
$47.6 - $54.23 $15,136 - $17,245
-318 Reduced 1.75%
17,874 $908,000
Q1 2019

May 15, 2019

BUY
$45.61 - $58.29 $829,737 - $1.06 Million
18,192 New
18,192 $944,000
Q4 2018

Feb 08, 2019

SELL
$44.4 - $61.7 $869,352 - $1.21 Million
-19,580 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$51.52 - $63.77 $4,121 - $5,101
-80 Reduced 0.41%
19,580 $1.21 Million
Q2 2018

Aug 10, 2018

BUY
$50.32 - $56.86 $14,894 - $16,830
296 Added 1.53%
19,660 $1 Million
Q1 2018

May 15, 2018

SELL
$55.5 - $66.29 $152,569 - $182,231
-2,749 Reduced 12.43%
19,364 $1.02 Million
Q4 2017

Feb 12, 2018

BUY
$53.25 - $66.09 $141,538 - $175,667
2,658 Added 13.66%
22,113 $1.45 Million
Q3 2017

Nov 14, 2017

BUY
$50.71 - $56.58 $5,476 - $6,110
108 Added 0.56%
19,455 $1.09 Million
Q2 2017

Aug 14, 2017

BUY
N/A
19,347
19,347 $1.2 Million

Others Institutions Holding LUV

About SOUTHWEST AIRLINES CO


  • Ticker LUV
  • Exchange NYSE
  • Sector Industrials
  • Industry Airlines
  • Shares Outstandng 593,752,000
  • Market Cap $18.1B
  • Description
  • Southwest Airlines Co. operates as a passenger airline company that provide scheduled air transportation services in the United States and near-international markets. As of December 31, 2021, the company operated a total fleet of 728 Boeing 737 aircrafts; and served 121 destinations in 42 states, the District of Columbia, and the Commonwealth of...
More about LUV
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.