Integrated Advisors Network’s Southwest Airlines LUV Stock Holding History

Integrated Advisors Network’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 Q4	–	Sell	-8,262	Closed	-$224K	–	694
2023 Q3	$224K	Sell	8,262 -1,177	-12%	-$38.4K	0.01%	604
2023 Q2	$342K	Buy	9,439 +224	+2%	+$7.02K	0.02%	511
2023 Q1	$300K	Buy	9,215 +345	+4%	+$11.7K	0.02%	547
2022 Q4	$299K	Sell	8,870 -668	-7%	-$24.1K	0.02%	513
2022 Q3	$294K	Sell	9,538 -118	-1%	-$4.42K	0.02%	510
2022 Q2	$349K	Buy	9,656 +621	+7%	+$26.7K	0.02%	492
2022 Q1	$414K	Buy	+9,035	New	+$397K	0.02%	479
2021 Q4	–	Sell	-23,747	Closed	-$1.22M	–	642
2021 Q3	$1.22M	Buy	23,747 +18,229	+330%	+$921K	0.08%	221
2021 Q2	$293K	Buy	+5,518	New	+$331K	0.02%	482
2020 Q3	–	Sell	-18,152	Closed	-$620K	–	470
2020 Q2	$620K	Buy	+18,152	New	+$577K	0.07%	232
2020 Q1	–	Sell	-3,746	Closed	-$202K	–	416
2019 Q4	$202K	Buy	+3,746	New	+$208K	0.03%	400

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Integrated Advisors Network's LUV Position: Q4 2023 in Review

Integrated Advisors Network sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 8,262 shares — an estimated $224K sold.

Integrated Advisors Network first reported a position in LUV in Q4 2019 and held it in 11 quarters. The position peaked at $1.22M in Q3 2021. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

Integrated Advisors Network reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
Integrated Advisors Network sold 8,262 Southwest Airlines shares in Q4 2023, an estimated $224K.
Integrated Advisors Network first reported a position in Southwest Airlines in Q4 2019 and held it in 11 quarters.
Integrated Advisors Network's Southwest Airlines position peaked at $1.22M in Q3 2021.
789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.