Number of Shares
7,292.00
Current Holdings Value*
$244,760.00
% of Portfolio
0.37%
Total Estimate Gain
$-109,677.85
% of Total Estimate Gain
-8.31%

Navigation Wealth Management, Inc.'s Southwest Airlines Co Holding Summary

As of 2025-03-31, Navigation Wealth Management, Inc. held 7,292.00 shares of Southwest Airlines Co(LUV), totaling $244,760.00. This investment constitutes 0.37% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding Southwest Airlines Co(LUV) stock.

The initial trade took place in 2021Q1. And since then Navigation Wealth Management, Inc. has made 3 purchases of LUV, at an average price of $34.02, for a total of 38,791.00 shares. In addition, there have been 4 sales at an average price of $30.97 for 31,499.00 shares. Based on historical transaction data and LUV's current price of $32.16, Navigation Wealth Management, Inc.'s estimated gain on his LUV holdings is $-109,677.85, reflecting a -8.31% gain to date.

Navigation Wealth Management, Inc. LUV ($32.16) Holding Chart

Navigation Wealth Management, Inc. LUV ($32.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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