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Bourgeon Capital Management’s Southwest Airlines LUV Stock Holding History

Bourgeon Capital 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
2021
Q1 		– Sell
-3
Closed – – 296
2020
Q4 		$0 Sell
3
-44
-94% -$1.91K ﹤0.01% 300
2020
Q3 		$2K Buy
+47
New +$1.67K ﹤0.01% 258

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Bourgeon Capital Management's LUV Position: Q1 2021 in Review

Bourgeon Capital Management sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 3 shares.

Bourgeon Capital Management first reported a position in LUV in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Bourgeon Capital Management reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 3 Southwest Airlines shares in Q1 2021.
  • Bourgeon Capital Management first reported a position in Southwest Airlines in Q3 2020 and held it in 2 quarters.
  • Bourgeon Capital Management's Southwest Airlines position peaked at $2K in Q3 2020.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Bourgeon Capital Management's 13F filing for Q1 2021, filed 13 May 2021.