TCWA
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Turtle Creek Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-22
Closed -$635 – 542
2023
Q4 		$635 Buy
+22
New +$572 ﹤0.01% 834

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Franklin Resources
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T. Rowe Price Investment Management
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Turtle Creek Wealth Advisors's LUV Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 22 shares — an estimated $635 sold.

Turtle Creek Wealth Advisors first reported a position in LUV in Q4 2023 and held it in 1 quarter. The position peaked at $635 in Q4 2023. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 22 Southwest Airlines shares in Q1 2024, an estimated $635.
  • Turtle Creek Wealth Advisors first reported a position in Southwest Airlines in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Southwest Airlines position peaked at $635 in Q4 2023.
  • 788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.