Accel Wealth Management’s Southwest Airlines LUV Stock Holding History

Accel Wealth Management’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,059	Closed	-$34.5K	–	566
2023 Q1	$34.5K	Buy	1,059 +6	+0.6%	+$204	0.01%	569
2022 Q4	$35.5K	Sell	1,053 -200	-16%	-$7.21K	0.02%	419
2022 Q3	$42K	Sell	1,253 -8	-0.6%	-$300	0.02%	407
2022 Q2	$50K	Sell	1,261 -23	-2%	-$989	0.03%	347
2022 Q1	$59K	Hold	1,284	–	–	0.03%	339
2021 Q4	$55K	Buy	1,284 +31	+2%	+$1.46K	0.03%	367
2021 Q3	$64K	Sell	1,253 -31	-2%	-$1.57K	0.04%	287
2021 Q2	$68K	Buy	1,284 +200	+18%	+$12K	0.05%	287
2021 Q1	$66K	Hold	1,084	–	–	0.05%	272
2020 Q4	$51K	Buy	+1,084	New	+$47K	0.05%	290

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Accel Wealth Management's LUV Position: Q2 2023 in Review

Accel Wealth Management sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 1,059 shares — an estimated $34.5K sold.

Accel Wealth Management first reported a position in LUV in Q4 2020 and held it in 10 quarters. The position peaked at $68K in Q2 2021. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

Accel Wealth Management reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,059 Southwest Airlines shares in Q2 2023, an estimated $34.5K.
Accel Wealth Management first reported a position in Southwest Airlines in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Southwest Airlines position peaked at $68K in Q2 2021.
854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.