Avondale Wealth Management’s Southwest Airlines LUV Stock Holding History

Avondale 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
2025 Q3	–	Sell	-120	Closed	-$3.89K	–	95
2025 Q2	$3.89K	Hold	120	–	–	﹤0.01%	110
2025 Q1	$4.03K	Hold	120	–	–	﹤0.01%	108
2024 Q4	$4.03K	Hold	120	–	–	﹤0.01%	109
2024 Q3	$3.56K	Sell	120 -156	-57%	-$4.32K	﹤0.01%	109
2024 Q2	$7.9K	Buy	276 +36	+15%	+$1K	0.01%	114
2024 Q1	$7.01K	Hold	240	–	–	﹤0.01%	114
2023 Q4	$6.93K	Hold	240	–	–	0.01%	112
2023 Q3	$6.5K	Hold	240	–	–	0.01%	119
2023 Q2	$8.69K	Hold	240	–	–	0.01%	113
2023 Q1	$7.81K	Sell	240 -1,500	-86%	-$51K	0.01%	118
2022 Q4	$58.6K	Hold	1,740	–	–	0.05%	73
2022 Q3	$54K	Hold	1,740	–	–	0.06%	70
2022 Q2	$63K	Buy	1,740 +1,425	+452%	+$61.3K	0.07%	61
2022 Q1	$14K	Sell	315 -3,925	-93%	-$173K	0.02%	93
2021 Q4	$182K	Sell	4,240 -1,000	-19%	-$46.9K	0.18%	43
2021 Q3	$269K	Hold	5,240	–	–	0.26%	40
2021 Q2	$278K	Buy	5,240 +5,000	+2,083%	+$300K	0.26%	40
2021 Q1	$15K	Hold	240	–	–	0.01%	91
2020 Q4	$11K	Hold	240	–	–	0.01%	94
2020 Q3	$9K	Sell	240 -120	-33%	-$4.26K	0.01%	87
2020 Q2	$12K	Hold	360	–	–	0.02%	81
2020 Q1	$13K	Buy	+360	New	+$17.8K	0.02%	82
2019 Q3	–	Sell	-50	Closed	-$3K	–	108
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	110
2019 Q1	$3K	Buy	+50	New	+$2.64K	﹤0.01%	113

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avondale Wealth Management's LUV Position: Q3 2025 in Review

Avondale Wealth Management sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 120 shares — an estimated $3.89K sold.

Avondale Wealth Management first reported a position in LUV in Q1 2019 and held it in 24 quarters. The position peaked at $278K in Q2 2021. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

Avondale Wealth Management reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 120 Southwest Airlines shares in Q3 2025, an estimated $3.89K.
Avondale Wealth Management first reported a position in Southwest Airlines in Q1 2019 and held it in 24 quarters.
Avondale Wealth Management's Southwest Airlines position peaked at $278K in Q2 2021.
764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.