Clean Yield Group’s Southwest Airlines LUV Stock Holding History

Clean Yield 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
2024 Q2	–	Sell	-50	Closed	-$1.46K	–	393
2024 Q1	$1.46K	Hold	50	–	–	﹤0.01%	361
2023 Q4	$1.44K	Hold	50	–	–	﹤0.01%	354
2023 Q3	$1.31K	Hold	50	–	–	﹤0.01%	362
2023 Q2	$1.81K	Hold	50	–	–	﹤0.01%	377
2023 Q1	$1.63K	Hold	50	–	–	﹤0.01%	391
2022 Q4	$1.68K	Hold	50	–	–	﹤0.01%	414
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	409
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	405
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	442
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	438
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	453
2021 Q2	$3K	Buy	+50	New	+$3K	﹤0.01%	432
2021 Q1	–	Sell	-50	Closed	-$2K	–	275
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	415
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	356
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	332
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	365
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	333
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	328
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	321
2019 Q1	$3K	Sell	50 -15	-23%	-$791	﹤0.01%	293
2018 Q4	$3K	Buy	+65	New	+$3.45K	﹤0.01%	283
2017 Q2	–	Sell	-140	Closed	-$8K	–	206
2017 Q1	$8K	Buy	+140	New	+$7.53K	﹤0.01%	277
2016 Q4	–	Sell	-140	Closed	-$5K	–	210
2016 Q3	$5K	Hold	140	–	–	﹤0.01%	303
2016 Q2	$5K	Hold	140	–	–	﹤0.01%	275
2016 Q1	$7K	Buy	+140	New	+$5.7K	﹤0.01%	260
2015 Q2	–	Sell	-300	Closed	-$13K	–	210
2015 Q1	$13K	Buy	+300	New	+$13.1K	0.01%	283

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clean Yield Group's LUV Position: Q2 2024 in Review

Clean Yield Group sold out of Southwest Airlines (LUV) in Q2 2024, closing a stake of 50 shares — an estimated $1.46K sold.

Clean Yield Group first reported a position in LUV in Q1 2015 and held it in 26 quarters. The position peaked at $13K in Q1 2015. 764 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

Clean Yield Group reported no remaining Southwest Airlines position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 50 Southwest Airlines shares in Q2 2024, an estimated $1.46K.
Clean Yield Group first reported a position in Southwest Airlines in Q1 2015 and held it in 26 quarters.
Clean Yield Group's Southwest Airlines position peaked at $13K in Q1 2015.
764 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.