Arete Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Arete 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
2025 Q1	–	Sell	-33,867	Closed	-$1.14M	–	766
2024 Q4	$1.14M	Buy	33,867 +6,006	+22%	+$192K	0.08%	235
2024 Q3	$826K	Buy	+27,861	New	+$771K	0.07%	258
2021 Q2	–	Sell	-3,757	Closed	-$229K	–	416
2021 Q1	$229K	Buy	+3,757	New	+$200K	0.03%	365
2020 Q4	–	Sell	-5,816	Closed	-$225K	–	429
2020 Q3	$225K	Buy	+5,816	New	+$207K	0.03%	338
2018 Q4	–	Sell	-8,294	Closed	-$518K	–	392
2018 Q3	$518K	Buy	8,294 +170	+2%	+$9.94K	0.11%	183
2018 Q2	$413K	Sell	8,124 -107	-1%	-$5.63K	0.1%	219
2018 Q1	$471K	Sell	8,231 -178	-2%	-$10.7K	0.16%	173
2017 Q4	$550K	Sell	8,409 -25	-0.3%	-$1.47K	0.18%	158
2017 Q3	$472K	Buy	+8,434	New	+$473K	0.19%	154

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Arete Wealth Advisors's LUV Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 33,867 shares — an estimated $1.14M sold.

Arete Wealth Advisors first reported a position in LUV in Q3 2017 and held it in 9 quarters. The position peaked at $1.14M in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

Arete Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 33,867 Southwest Airlines shares in Q1 2025, an estimated $1.14M.
Arete Wealth Advisors first reported a position in Southwest Airlines in Q3 2017 and held it in 9 quarters.
Arete Wealth Advisors's Southwest Airlines position peaked at $1.14M in Q4 2024.
814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.