WFG
LUV icon

Wills Financial Group’s Southwest Airlines LUV Stock Holding History

Wills Financial Group’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
2019
Q3 		– Sell
-23,315
Closed -$1.18M – 55
2019
Q2 		$1.18M Sell
23,315
-1,348
-5% -$69.8K 0.77% 40
2019
Q1 		$1.28M Buy
24,663
+147
+0.6% +$7.75K 0.87% 34
2018
Q4 		$1.14M Buy
24,516
+480
+2% +$25.5K 0.88% 35
2018
Q3 		$1.5M Hold
24,036
– – 0.99% 35
2018
Q2 		$1.22M Buy
+24,036
New +$1.27M 0.89% 37

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Wills Financial Group's LUV Position: Q3 2019 in Review

Wills Financial Group sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 23,315 shares — an estimated $1.18M sold.

Wills Financial Group first reported a position in LUV in Q2 2018 and held it in 5 quarters. The position peaked at $1.5M in Q3 2018. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

  • Wills Financial Group reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
  • Wills Financial Group sold 23,315 Southwest Airlines shares in Q3 2019, an estimated $1.18M.
  • Wills Financial Group first reported a position in Southwest Airlines in Q2 2018 and held it in 5 quarters.
  • Wills Financial Group's Southwest Airlines position peaked at $1.5M in Q3 2018.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on Wills Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.