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Dakota Wealth Management’s Southwest Airlines LUV Stock Holding History

Dakota 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
2020
Q4 		– Sell
-2,000
Closed -$75K – 334
2020
Q3 		$75K Buy
+2,000
New +$71.1K 0.01% 292

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Dakota Wealth Management's LUV Position: Q2 2021 in Review

Dakota Wealth Management sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 3,664 shares — an estimated $224K sold.

Dakota Wealth Management first reported a position in LUV in Q2 2020 and held it in 4 quarters. The position peaked at $5.09M in Q3 2020. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Dakota Wealth Management reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • Dakota Wealth Management sold 3,664 Southwest Airlines shares in Q2 2021, an estimated $224K.
  • Dakota Wealth Management first reported a position in Southwest Airlines in Q2 2020 and held it in 4 quarters.
  • Dakota Wealth Management's Southwest Airlines position peaked at $5.09M in Q3 2020.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Dakota Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.