Southwest Airlines shares owned by Lee Financial
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $299k | 10k | 29.06 |
| 2023-09-30 | $274k | 10k | 27.07 |
| 2023-06-30 | $367k | 10k | 36.39 |
| 2023-03-31 | $330k | 10k | 32.54 |
| 2022-12-31 | $341k | 10k | 33.67 |
| 2022-09-30 | $310k | 10k | 30.82 |
| 2022-06-30 | $365k | 10k | 36.12 |
| 2022-03-31 | $498k | 11k | 47.62 |
| 2021-12-31 | $412k | 10k | 40.82 |
| 2021-09-30 | $508k | 10k | 50.00 |
| 2021-06-30 | $539k | 10k | 53.11 |
| 2021-03-31 | $484k | 7.9k | 61.07 |
| 2020-12-31 | $365k | 7.8k | 46.65 |
| 2020-09-30 | $237k | 6.3k | 37.47 |
| 2020-06-30 | $216k | 6.3k | 34.15 |
| 2020-03-31 | $232k | 6.5k | 35.56 |
| 2019-12-31 | $352k | 6.5k | 53.91 |
| 2019-09-30 | $358k | 6.6k | 53.96 |
| 2019-06-30 | $337k | 6.6k | 50.81 |
| 2019-03-31 | $349k | 6.7k | 51.84 |
| 2018-12-31 | $313k | 6.7k | 46.50 |
| 2018-09-30 | $420k | 6.7k | 62.40 |
| 2018-06-30 | $393k | 7.7k | 50.82 |
| 2018-03-31 | $503k | 8.8k | 57.29 |
| 2017-12-31 | $427k | 6.5k | 65.44 |
| 2017-09-30 | $365k | 6.5k | 55.94 |
| 2017-06-30 | $393k | 6.3k | 62.13 |
| 2017-03-31 | $367k | 6.8k | 53.77 |
| 2016-12-31 | $365k | 7.3k | 49.83 |