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Balboa Wealth Partners’s Southwest Airlines LUV Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-6,401
Closed -$232K – 308
2023
Q2 		$232K Buy
+6,401
New +$201K 0.08% 204

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Balboa Wealth Partners's LUV Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 6,401 shares — an estimated $232K sold.

Balboa Wealth Partners first reported a position in LUV in Q2 2023 and held it in 1 quarter. The position peaked at $232K in Q2 2023. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,401 Southwest Airlines shares in Q3 2023, an estimated $232K.
  • Balboa Wealth Partners first reported a position in Southwest Airlines in Q2 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Southwest Airlines position peaked at $232K in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.