A detailed history of Forum Financial Management, LP transactions in Southwest Airlines CO stock. As of the latest transaction made, Forum Financial Management, LP holds 8,636 shares of LUV stock, worth $279,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,636
Previous 8,565 0.83%
Holding current value
$279,201
Previous $245,000 4.08%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$23.7 - $29.93 $1,682 - $2,125
71 Added 0.83%
8,636 $255,000
Q2 2024

Jul 30, 2024

BUY
$25.51 - $29.73 $41,198 - $48,013
1,615 Added 23.24%
8,565 $245,000
Q1 2024

May 09, 2024

SELL
$27.31 - $34.83 $27,118 - $34,586
-993 Reduced 12.5%
6,950 $202,000
Q4 2023

Feb 07, 2024

SELL
$22.23 - $30.31 $13,626 - $18,580
-613 Reduced 7.16%
7,943 $229,000
Q3 2023

Nov 03, 2023

BUY
$26.56 - $39.18 $3,532 - $5,210
133 Added 1.58%
8,556 $231,000
Q2 2023

Jul 26, 2023

SELL
$28.54 - $36.21 $2,854 - $3,621
-100 Reduced 1.17%
8,423 $304,000
Q4 2022

Jan 24, 2023

BUY
$31.22 - $40.06 $6,337 - $8,132
203 Added 2.44%
8,523 $0
Q3 2022

Nov 07, 2022

BUY
$30.84 - $41.5 $39,259 - $52,829
1,273 Added 18.06%
8,320 $257,000
Q2 2022

Aug 15, 2022

SELL
$34.98 - $48.38 $699 - $967
-20 Reduced 0.28%
7,047 $255,000
Q1 2022

May 16, 2022

BUY
$37.19 - $47.42 $10,041 - $12,803
270 Added 3.97%
7,067 $323,000
Q4 2021

Feb 18, 2022

BUY
$39.36 - $55.06 $267,529 - $374,242
6,797 New
6,797 $291,000

Others Institutions Holding LUV

About SOUTHWEST AIRLINES CO


  • Ticker LUV
  • Exchange NYSE
  • Sector Industrials
  • Industry Airlines
  • Shares Outstandng 593,752,000
  • Market Cap $19.2B
  • 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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.