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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 – – 446
2022
Q1 		$0 Buy
+7
New +$308 ﹤0.01% 454
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 $22.7B AUM 59.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GoalVest Advisory's LUV Position: Q4 2025 in Review

GoalVest Advisory sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 656 shares — an estimated $20.9K sold.

GoalVest Advisory first reported a position in LUV in Q1 2021 and held it in 10 quarters. The position peaked at $22.2K in Q1 2025. 851 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • GoalVest Advisory reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 656 Southwest Airlines shares in Q4 2025, an estimated $20.9K.
  • GoalVest Advisory first reported a position in Southwest Airlines in Q1 2021 and held it in 10 quarters.
  • GoalVest Advisory's Southwest Airlines position peaked at $22.2K in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.