Southwest Airlines shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $649k | 14k | 47.68 |
| 2023-12-31 | $92k | 3.2k | 28.88 |
| 2023-09-30 | $89k | 3.3k | 27.07 |
| 2023-06-30 | $119k | 3.3k | 36.21 |
| 2023-03-31 | $107k | 3.3k | 32.54 |
| 2022-12-31 | $110k | 3.3k | 33.67 |
| 2022-09-30 | $101k | 3.3k | 30.81 |
| 2022-06-30 | $118k | 3.3k | 36.00 |
| 2022-03-31 | $150k | 3.3k | 45.76 |
| 2021-12-31 | $136k | 3.2k | 42.84 |
| 2021-09-30 | $163k | 3.2k | 51.43 |
| 2021-06-30 | $169k | 3.2k | 53.09 |
| 2021-03-31 | $345k | 5.7k | 61.06 |
| 2020-12-31 | $264k | 5.7k | 46.69 |
| 2020-09-30 | $96k | 2.6k | 37.50 |
| 2020-06-30 | $87k | 200 | 435.00 |
| 2020-03-31 | $91k | 2.6k | 35.61 |
| 2019-12-31 | $141k | 2.6k | 53.98 |
| 2019-09-30 | $138k | 2.6k | 53.86 |
| 2019-06-30 | $130k | 2.6k | 50.78 |
| 2019-03-31 | $133k | 2.6k | 51.91 |
| 2018-12-31 | $119k | 2.6k | 46.45 |
| 2018-09-30 | $159k | 2.6k | 62.06 |