HCA
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Heck Capital Advisors’s Southwest Airlines LUV Stock Holding History

Heck Capital Advisors’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
-275
Closed -$9.24K – 555
2024
Q4 		$9.24K Buy
+275
New +$8.77K ﹤0.01% 541
2018
Q2 		– Sell
-2,506
Closed -$144K – 101
2018
Q1 		$144K Sell
2,506
-14
-0.6% -$841 0.06% 72
2017
Q4 		$165K Buy
2,520
+17
+0.7% +$1K 0.08% 66
2017
Q3 		$140K Buy
+2,503
New +$140K 0.07% 68

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
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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $63.1B AUM 35.51% 1-Year Est. Return

Heck Capital Advisors's LUV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 275 shares — an estimated $9.24K sold.

Heck Capital Advisors first reported a position in LUV in Q3 2017 and held it in 4 quarters. The position peaked at $165K in Q4 2017. 815 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Heck Capital Advisors reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 275 Southwest Airlines shares in Q1 2025, an estimated $9.24K.
  • Heck Capital Advisors first reported a position in Southwest Airlines in Q3 2017 and held it in 4 quarters.
  • Heck Capital Advisors's Southwest Airlines position peaked at $165K in Q4 2017.
  • 815 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.