FAIM
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Financial Advocates Investment Management’s Southwest Airlines LUV Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-6,966
Closed -$234K – 765
2024
Q4 		$234K Sell
6,966
-1,610
-19% -$51.4K 0.01% 664
2024
Q3 		$254K Buy
+8,576
New +$237K 0.01% 648
2023
Q3 		– Sell
-6,506
Closed -$236K – 720
2023
Q2 		$236K Sell
6,506
-40
-0.6% -$1.25K 0.02% 593
2023
Q1 		$213K Sell
6,546
-926
-12% -$31.5K 0.02% 666
2022
Q4 		$252K Buy
+7,472
New +$269K 0.02% 605
2022
Q3 		– Sell
-8,295
Closed -$299K – 797
2022
Q2 		$299K Sell
8,295
-549
-6% -$23.6K 0.02% 511
2022
Q1 		$405K Sell
8,844
-252
-3% -$11.1K 0.03% 497
2021
Q4 		$389K Buy
9,096
+736
+9% +$34.5K 0.02% 559
2021
Q3 		$430K Sell
8,360
-163
-2% -$8.23K 0.03% 511
2021
Q2 		$452K Sell
8,523
-4,094
-32% -$245K 0.03% 494
2021
Q1 		$2.71M Sell
12,617
-747
-6% -$39.7K 0.19% 121
2020
Q4 		$623K Buy
13,364
+1,699
+15% +$73.6K 0.04% 398
2020
Q3 		$437K Sell
11,665
-2,745
-19% -$97.5K 0.04% 399
2020
Q2 		$492K Buy
14,410
+6,183
+75% +$196K 0.05% 362
2020
Q1 		$293K Buy
8,227
+4,472
+119% +$222K 0.04% 359
2019
Q4 		$202K Buy
+3,755
New +$208K 0.02% 486
2018
Q4 		– Sell
-4,432
Closed -$277K – 477
2018
Q3 		$277K Buy
+4,432
New +$259K 0.03% 409

Other funds holding LUV

Vanguard Group
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Financial Advocates Investment Management's LUV Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 6,966 shares — an estimated $234K sold.

Financial Advocates Investment Management first reported a position in LUV in Q3 2018 and held it in 17 quarters. The position peaked at $2.71M in Q1 2021. 815 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,966 Southwest Airlines shares in Q1 2025, an estimated $234K.
  • Financial Advocates Investment Management first reported a position in Southwest Airlines in Q3 2018 and held it in 17 quarters.
  • Financial Advocates Investment Management's Southwest Airlines position peaked at $2.71M in Q1 2021.
  • 815 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.