FFWA
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FRG Family Wealth Advisors’s Southwest Airlines LUV Stock Holding History

FRG Family 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
2024
Q2 		– Sell
-1,253
Closed -$32.5K – 262
2024
Q1 		$32.5K Buy
+1,253
New +$38.8K 0.01% 218

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FRG Family Wealth Advisors's LUV Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Southwest Airlines (LUV) in Q2 2024, closing a stake of 1,253 shares — an estimated $32.5K sold.

FRG Family Wealth Advisors first reported a position in LUV in Q1 2024 and held it in 1 quarter. The position peaked at $32.5K in Q1 2024. 762 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Southwest Airlines position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,253 Southwest Airlines shares in Q2 2024, an estimated $32.5K.
  • FRG Family Wealth Advisors first reported a position in Southwest Airlines in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Southwest Airlines position peaked at $32.5K in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.