Householder Group Estate & Retirement Specialist’s Southwest Airlines LUV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$47K	Sell	1,412 -842	-37%	-$26.9K	0.04%	216
2024 Q3	$66K	Sell	2,254 -213	-9%	-$5.9K	0.02%	438
2024 Q2	$70K	Sell	2,467 -372	-13%	-$10.4K	0.02%	418
2024 Q1	$82.9K	Buy	2,839 +375	+15%	+$11.6K	0.02%	382
2023 Q4	$71K	Sell	2,464 -380	-13%	-$9.88K	0.02%	395
2023 Q3	$77K	Buy	+2,844	New	+$92.8K	0.03%	366
2023 Q1	$87K	Buy	+2,666	New	+$90.7K	0.03%	336
2022 Q4	–	Sell	-2,249	Closed	-$69K	–	782
2022 Q3	$69K	Buy	+2,249	New	+$84.2K	0.03%	333

Other funds holding LUV

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LUV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Southwest Airlines (LUV) stake by 37% in Q4 2024, selling an estimated $26.9K and leaving 1,412 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #216.

Householder Group Estate & Retirement Specialist first reported a position in LUV in Q3 2022 and has held it in 8 quarters since. The position peaked at $87K in Q1 2023. 834 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,412 shares of Southwest Airlines worth $47K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 842 Southwest Airlines shares in Q4 2024, an estimated $26.9K.
Southwest Airlines made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #216 holding.
Householder Group Estate & Retirement Specialist first reported a position in Southwest Airlines in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Southwest Airlines position peaked at $87K in Q1 2023.
834 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.