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Retirement Financial Solutions’s Southwest Airlines LUV Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-100
Closed -$3.37K – 157
2022
Q4 		$3.37K Buy
+100
New +$3.6K ﹤0.01% 189

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Retirement Financial Solutions's LUV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 100 shares — an estimated $3.37K sold.

Retirement Financial Solutions first reported a position in LUV in Q4 2022 and held it in 1 quarter. The position peaked at $3.37K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 100 Southwest Airlines shares in Q1 2023, an estimated $3.37K.
  • Retirement Financial Solutions first reported a position in Southwest Airlines in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Southwest Airlines position peaked at $3.37K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.