Stamos Capital Partners’s Southwest Airlines LUV Stock Holding History

Stamos Capital Partners’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
2022 Q4	–	Sell	-15,780	Closed	-$487K	–	162
2022 Q3	$487K	Buy	+15,780	New	+$591K	0.12%	147
2021 Q1	–	Sell	-21,000	Closed	-$979K	–	49
2020 Q4	$979K	Sell	21,000 -16,000	-43%	-$693K	0.42%	42
2020 Q3	$1.39M	Buy	37,000 +23,000	+164%	+$817K	0.52%	36
2020 Q2	$479K	Sell	14,000 -9,564	-41%	-$304K	0.27%	44
2020 Q1	$839K	Buy	+23,564	New	+$1.17M	0.44%	65
2019 Q1	–	Sell	-5,000	Closed	-$232K	–	84
2018 Q4	$232K	Buy	+5,000	New	+$266K	0.17%	69

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Stamos Capital Partners's LUV Position: Q4 2022 in Review

Stamos Capital Partners sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 15,780 shares — an estimated $487K sold.

Stamos Capital Partners first reported a position in LUV in Q4 2018 and held it in 6 quarters. The position peaked at $1.39M in Q3 2020. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

Stamos Capital Partners reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 15,780 Southwest Airlines shares in Q4 2022, an estimated $487K.
Stamos Capital Partners first reported a position in Southwest Airlines in Q4 2018 and held it in 6 quarters.
Stamos Capital Partners's Southwest Airlines position peaked at $1.39M in Q3 2020.
922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.