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Legacy Wealth Partners (California)’s Southwest Airlines LUV Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q2 		– Sell
-10,172
Closed -$362K – 107
2020
Q1 		$362K Buy
+10,172
New +$504K 0.34% 63

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Legacy Wealth Partners (California)'s LUV Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 10,172 shares — an estimated $362K sold.

Legacy Wealth Partners (California) first reported a position in LUV in Q1 2020 and held it in 1 quarter. The position peaked at $362K in Q1 2020. 883 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 10,172 Southwest Airlines shares in Q2 2020, an estimated $362K.
  • Legacy Wealth Partners (California) first reported a position in Southwest Airlines in Q1 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Southwest Airlines position peaked at $362K in Q1 2020.
  • 883 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.