Southwest Airlines shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 59k | 29.19 |
| 2023-12-31 | $1.7M | 59k | 28.88 |
| 2023-09-30 | $1.6M | 60k | 27.07 |
| 2023-06-30 | $2.1M | 58k | 36.21 |
| 2023-03-31 | $1.9M | 59k | 32.54 |
| 2022-12-31 | $1.9M | 58k | 33.67 |
| 2022-09-30 | $1.7M | 56k | 30.84 |
| 2022-06-30 | $2.0M | 54k | 36.12 |
| 2022-03-31 | $2.4M | 53k | 45.80 |
| 2021-12-31 | $2.3M | 53k | 42.84 |
| 2021-09-30 | $2.5M | 49k | 51.44 |
| 2021-06-30 | $2.5M | 47k | 53.09 |
| 2021-03-31 | $2.8M | 46k | 61.07 |
| 2020-12-31 | $2.1M | 44k | 46.60 |
| 2020-09-30 | $1.6M | 43k | 37.50 |
| 2020-06-30 | $1.4M | 42k | 34.19 |
More positions owned by Concentric Wealth Management
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