B. Riley Wealth Management’s Southwest Airlines LUV Stock Holding History

B. Riley 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
2021 Q4	–	Sell	-9,082	Closed	-$467K	–	674
2021 Q3	$467K	Buy	+9,082	New	+$459K	0.04%	350
2020 Q3	–	Sell	-8,593	Closed	-$294K	–	485
2020 Q2	$294K	Buy	+8,593	New	+$273K	0.03%	304
2015 Q3	–	Sell	-1,000	Closed	-$33K	–	503
2015 Q2	$33K	Buy	1,000 +300	+43%	+$11.7K	0.03%	506
2015 Q1	$31K	Buy	+700	New	+$30.6K	0.02%	514
2014 Q3	–	Sell	-8,700	Closed	-$233K	–	1120
2014 Q2	$233K	Buy	8,700 +8,400	+2,800%	+$212K	0.15%	185
2014 Q1	$7K	Buy	+300	New	+$6.56K	0.01%	837

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

B. Riley Wealth Management's LUV Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 9,082 shares — an estimated $467K sold.

B. Riley Wealth Management first reported a position in LUV in Q1 2014 and held it in 6 quarters. The position peaked at $467K in Q3 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

B. Riley Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 9,082 Southwest Airlines shares in Q4 2021, an estimated $467K.
B. Riley Wealth Management first reported a position in Southwest Airlines in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Southwest Airlines position peaked at $467K in Q3 2021.
996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.