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Tilia Fiduciary Partners’s Southwest Airlines LUV Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-4
Closed -$153 – 308
2023
Q2 		$153 Sell
4
-271
-99% -$8.5K ﹤0.01% 517
2023
Q1 		$8.96K Hold
275
– – 0.01% 375
2022
Q4 		$9.27K Hold
275
– – 0.01% 365
2022
Q3 		$9K Sell
275
-47
-15% -$1.76K 0.01% 382
2022
Q2 		$12K Sell
322
-68
-17% -$2.92K 0.01% 367
2022
Q1 		$18K Hold
390
– – 0.02% 337
2021
Q4 		$17K Buy
+390
New +$18.3K 0.01% 361

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Tilia Fiduciary Partners's LUV Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 4 shares — an estimated $153 sold.

Tilia Fiduciary Partners first reported a position in LUV in Q4 2021 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 767 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 4 Southwest Airlines shares in Q3 2023, an estimated $153.
  • Tilia Fiduciary Partners first reported a position in Southwest Airlines in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Southwest Airlines position peaked at $18K in Q1 2022.
  • 767 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.