TFO Wealth Partners’s Southwest Airlines LUV Stock Holding History

TFO Wealth 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
2024 Q2	–	Sell	-4	Closed	-$117	–	468
2024 Q1	$117	Hold	4	–	–	﹤0.01%	606
2023 Q4	$116	Hold	4	–	–	﹤0.01%	772
2023 Q3	$145	Hold	4	–	–	﹤0.01%	915
2023 Q2	$145	Hold	4	–	–	﹤0.01%	588
2023 Q1	$130	Sell	4 -10	-71%	-$340	﹤0.01%	588
2022 Q4	$641	Sell	14 -3,628	-100%	-$131K	﹤0.01%	444
2022 Q3	$112K	Hold	3,642	–	–	0.03%	45
2022 Q2	$132K	Buy	+3,642	New	+$157K	0.03%	51

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFO Wealth Partners's LUV Position: Q2 2024 in Review

TFO Wealth Partners sold out of Southwest Airlines (LUV) in Q2 2024, closing a stake of 4 shares — an estimated $117 sold.

TFO Wealth Partners first reported a position in LUV in Q2 2022 and held it in 8 quarters. The position peaked at $132K in Q2 2022. 762 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

TFO Wealth Partners reported no remaining Southwest Airlines position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 Southwest Airlines shares in Q2 2024, an estimated $117.
TFO Wealth Partners first reported a position in Southwest Airlines in Q2 2022 and held it in 8 quarters.
TFO Wealth Partners's Southwest Airlines position peaked at $132K in Q2 2022.
762 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.