Your Advocates Ltd’s Southwest Airlines LUV Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-500	Closed	-$13.5K	–	261
2023 Q3	$13.5K	Hold	500	–	–	0.01%	95
2023 Q2	$18.1K	Hold	500	–	–	0.01%	96
2023 Q1	$16.3K	Hold	500	–	–	0.01%	77
2022 Q4	$16.8K	Hold	500	–	–	0.01%	75
2022 Q3	$15K	Hold	500	–	–	0.01%	72
2022 Q2	$18K	Hold	500	–	–	0.01%	74
2022 Q1	$23K	Hold	500	–	–	0.01%	69
2021 Q4	$21K	Hold	500	–	–	0.01%	64
2021 Q3	$26K	Hold	500	–	–	0.02%	54
2021 Q2	$27K	Hold	500	–	–	0.02%	51
2021 Q1	$31K	Hold	500	–	–	0.02%	45
2020 Q4	$23K	Hold	500	–	–	0.02%	54
2020 Q3	$19K	Buy	500 +250	+100%	+$8.88K	0.01%	59
2020 Q2	$8K	Buy	+250	New	+$7.94K	0.01%	86

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

Your Advocates Ltd's LUV Position: Q4 2023 in Review

Your Advocates Ltd sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 500 shares — an estimated $13.5K sold.

Your Advocates Ltd first reported a position in LUV in Q2 2020 and held it in 14 quarters. The position peaked at $31K in Q1 2021. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

Your Advocates Ltd reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 500 Southwest Airlines shares in Q4 2023, an estimated $13.5K.
Your Advocates Ltd first reported a position in Southwest Airlines in Q2 2020 and held it in 14 quarters.
Your Advocates Ltd's Southwest Airlines position peaked at $31K in Q1 2021.
789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.