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Gilliland Jeter Wealth Management’s Southwest Airlines LUV Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-258
Closed -$7.64K – 449
2024
Q3 		$7.64K Buy
258
+83
+47% +$2.3K ﹤0.01% 478
2024
Q2 		$5.01K Hold
175
– – ﹤0.01% 515
2024
Q1 		$5.11K Buy
+175
New +$5.42K ﹤0.01% 493

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Gilliland Jeter Wealth Management's LUV Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 258 shares — an estimated $7.64K sold.

Gilliland Jeter Wealth Management first reported a position in LUV in Q1 2024 and held it in 3 quarters. The position peaked at $7.64K in Q3 2024. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 258 Southwest Airlines shares in Q4 2024, an estimated $7.64K.
  • Gilliland Jeter Wealth Management first reported a position in Southwest Airlines in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Southwest Airlines position peaked at $7.64K in Q3 2024.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.