AWA
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Amplius Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-167
Closed -$7K – 587
2021
Q4 		$7K Buy
+167
New +$7.84K ﹤0.01% 660

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Amplius Wealth Advisors's LUV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2022, closing a stake of 167 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in LUV in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold LUV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 167 Southwest Airlines shares in Q1 2022, an estimated $7K.
  • Amplius Wealth Advisors first reported a position in Southwest Airlines in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Southwest Airlines position peaked at $7K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.