GA
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GoalVest Advisory’s Southwest Airlines LUV Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-656
Closed -$20.9K – 540
2025
Q3 		$20.9K Hold
656
– – ﹤0.01% 289
2025
Q2 		$21.3K Sell
656
-5
-0.8% -$151 0.01% 269
2025
Q1 		$22.2K Buy
661
+5
+0.8% +$158 0.01% 232
2024
Q4 		$22.1K Hold
656
– – 0.01% 241
2024
Q3 		$19.4K Hold
656
– – 0.01% 268
2024
Q2 		$18.8K Sell
656
-15
-2% -$418 0.01% 242
2024
Q1 		$19.6K Buy
+671
New +$20.8K 0.01% 272
2022
Q2 		– Sell
-7
Closed – – 451
2022
Q1 		$0 Buy
+7
New +$308 ﹤0.01% 459
2021
Q2 		$12K Hold
229
– – 0.01% 195
2021
Q1 		$14K Buy
+229
New +$12.2K 0.01% 156

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 $15.9B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return