Legacy Financial Group (Iowa)
LUV icon

Legacy Financial Group (Iowa)’s Southwest Airlines LUV Stock Holding History

Legacy Financial Group (Iowa)’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
-686
Closed -$18.6K – 310
2023
Q3 		$18.6K Buy
+686
New +$22.4K ﹤0.01% 272

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

Legacy Financial Group (Iowa)'s LUV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 686 shares — an estimated $18.6K sold.

Legacy Financial Group (Iowa) first reported a position in LUV in Q3 2023 and held it in 1 quarter. The position peaked at $18.6K in Q3 2023. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 686 Southwest Airlines shares in Q4 2023, an estimated $18.6K.
  • Legacy Financial Group (Iowa) first reported a position in Southwest Airlines in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Southwest Airlines position peaked at $18.6K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.