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Oakwell Private Wealth Management’s Southwest Airlines LUV Stock Holding History

Oakwell Private 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
2021
Q3 		– Sell
-11,491
Closed -$610K – 64
2021
Q2 		$610K Buy
11,491
+448
+4% +$26.9K 0.39% 37
2021
Q1 		$674K Buy
11,043
+641
+6% +$34.1K 0.48% 33
2020
Q4 		$485K Buy
+10,402
New +$451K 0.38% 38

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Oakwell Private Wealth Management's LUV Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of Southwest Airlines (LUV) in Q3 2021, closing a stake of 11,491 shares — an estimated $610K sold.

Oakwell Private Wealth Management first reported a position in LUV in Q4 2020 and held it in 3 quarters. The position peaked at $674K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold LUV as of Q3 2021.

  • Oakwell Private Wealth Management reported no remaining Southwest Airlines position as of Q3 2021 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 11,491 Southwest Airlines shares in Q3 2021, an estimated $610K.
  • Oakwell Private Wealth Management first reported a position in Southwest Airlines in Q4 2020 and held it in 3 quarters.
  • Oakwell Private Wealth Management's Southwest Airlines position peaked at $674K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.