HPBT
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Hickory Point Bank & Trust’s Southwest Airlines LUV Stock Holding History

Hickory Point Bank & Trust’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
-7,440
Closed -$250K – 125
2024
Q4 		$250K Buy
+7,440
New +$237K 0.22% 103

Other funds holding LUV

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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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hickory Point Bank & Trust's LUV Position: Q1 2025 in Review

Hickory Point Bank & Trust sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 7,440 shares — an estimated $250K sold.

Hickory Point Bank & Trust first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Hickory Point Bank & Trust reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Hickory Point Bank & Trust sold 7,440 Southwest Airlines shares in Q1 2025, an estimated $250K.
  • Hickory Point Bank & Trust first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • Hickory Point Bank & Trust's Southwest Airlines position peaked at $250K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Hickory Point Bank & Trust's 13F filing for Q1 2025, filed 14 Apr 2025.