Liberty Wealth Management’s Southwest Airlines LUV Stock Holding History

Liberty 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
2023 Q2	–	Sell	-6,808	Closed	-$210K	–	212
2023 Q1	$210K	Buy	+6,808	New	+$232K	0.04%	214
2021 Q4	–	Sell	-830	Closed	-$43K	–	710
2021 Q3	$43K	Buy	830 +41	+5%	+$2.07K	0.02%	454
2021 Q2	$42K	Buy	789 +152	+24%	+$9.11K	0.02%	355
2021 Q1	$28K	Hold	637	–	–	0.01%	400
2020 Q4	$28K	Hold	637	–	–	0.01%	396
2020 Q3	$24K	Sell	637 -20	-3%	-$711	0.01%	369
2020 Q2	$22K	Buy	657 +637	+3,185%	+$20.2K	0.02%	371
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	817
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	841
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	804
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	836
2019 Q1	$1K	Sell	20 -66	-77%	-$3.48K	﹤0.01%	687
2018 Q4	$4K	Buy	+86	New	+$4.57K	﹤0.01%	596

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Liberty Wealth Management's LUV Position: Q2 2023 in Review

Liberty Wealth Management sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 6,808 shares — an estimated $210K sold.

Liberty Wealth Management first reported a position in LUV in Q4 2018 and held it in 13 quarters. The position peaked at $210K in Q1 2023. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

Liberty Wealth Management reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 6,808 Southwest Airlines shares in Q2 2023, an estimated $210K.
Liberty Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's Southwest Airlines position peaked at $210K in Q1 2023.
854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.