Kaizen Advisory’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$65K Buy
1,399
+71
+5% +$3.77K 0.05% 278
2018
Q3
$83K Sell
1,328
-19,098
-93% -$1.12M 0.04% 258
2018
Q2
$1.04M Buy
20,426
+15,148
+287% +$798K 0.53% 79
2018
Q1
$302K Buy
5,278
+4,765
+929% +$286K 0.3% 31
2017
Q4
$34K Buy
+513
New +$30.2K 0.02% 241

Other funds holding LUV

Kaizen Advisory's LUV Position: Q4 2018 in Review

Kaizen Advisory increased its Southwest Airlines (LUV) stake by 5.3% in Q4 2018, buying an estimated $3.77K and bringing the position to 1,399 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #278.

Kaizen Advisory first reported a position in LUV in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2018. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • Kaizen Advisory held 1,399 shares of Southwest Airlines worth $65K as of Q4 2018.
  • Kaizen Advisory bought 71 Southwest Airlines shares in Q4 2018, an estimated $3.77K.
  • Southwest Airlines made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #278 holding.
  • Kaizen Advisory first reported a position in Southwest Airlines in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Southwest Airlines position peaked at $1.04M in Q2 2018.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.