Tyler-Stone Wealth Management’s Southwest Airlines LUV Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-1,139	Closed	-$32.6K	–	677
2024 Q2	$32.6K	Hold	1,139	–	–	0.01%	435
2024 Q1	$33.3K	Buy	1,139 +1	+0.1%	+$31	0.01%	435
2023 Q4	$32.9K	Hold	1,138	–	–	0.02%	425
2023 Q3	$31K	Hold	1,138	–	–	0.02%	412
2023 Q2	$41K	Buy	+1,138	New	+$35.7K	0.02%	368
2022 Q4	$19K	Hold	565	–	–	0.01%	452
2022 Q3	$17K	Hold	565	–	–	0.01%	459
2022 Q2	$20K	Hold	565	–	–	0.01%	446
2022 Q1	$26K	Hold	565	–	–	0.01%	435
2021 Q4	$24K	Buy	+565	New	+$26.5K	0.01%	471

Other funds holding LUV

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Tyler-Stone Wealth Management's LUV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Southwest Airlines (LUV) in Q3 2024, closing a stake of 1,139 shares — an estimated $32.6K sold.

Tyler-Stone Wealth Management first reported a position in LUV in Q4 2021 and held it in 10 quarters. The position peaked at $41K in Q2 2023. 797 funds tracked by Wall St. Rank hold LUV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Southwest Airlines position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,139 Southwest Airlines shares in Q3 2024, an estimated $32.6K.
Tyler-Stone Wealth Management first reported a position in Southwest Airlines in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Southwest Airlines position peaked at $41K in Q2 2023.
797 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.