IWP
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IAG Wealth Partners’s Southwest Airlines LUV Stock Holding History

IAG Wealth Partners’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 		– Sell
-100
Closed -$2.96K – 526
2024
Q3 		$2.96K Hold
100
– – ﹤0.01% 431
2024
Q2 		$2.86K Hold
100
– – ﹤0.01% 432
2024
Q1 		$2.92K Hold
100
– – ﹤0.01% 396
2023
Q4 		$2.89K Sell
100
-236
-70% -$6.14K ﹤0.01% 382
2023
Q3 		$9.1K Buy
336
+196
+140% +$6.39K ﹤0.01% 307
2023
Q2 		$5.07K Buy
140
+40
+40% +$1.25K ﹤0.01% 371
2023
Q1 		$3.25K Hold
100
– – ﹤0.01% 402
2022
Q4 		$3.37K Hold
100
– – ﹤0.01% 383
2022
Q3 		$3K Sell
100
-25
-20% -$936 ﹤0.01% 385
2022
Q2 		$5K Hold
125
– – ﹤0.01% 335
2022
Q1 		$6K Buy
125
+25
+25% +$1.1K ﹤0.01% 339
2021
Q4 		$4K Hold
100
– – ﹤0.01% 358
2021
Q3 		$6K Hold
100
– – ﹤0.01% 314
2021
Q2 		$6K Sell
100
-30
-23% -$1.8K ﹤0.01% 308
2021
Q1 		$8K Sell
130
-208
-62% -$11.1K ﹤0.01% 284
2020
Q4 		$16K Buy
338
+100
+42% +$4.33K 0.01% 188
2020
Q3 		$9K Hold
238
– – ﹤0.01% 230
2020
Q2 		$9K Buy
238
+10
+4% +$318 ﹤0.01% 238
2020
Q1 		$9K Buy
228
+22
+11% +$1.09K 0.01% 221
2019
Q4 		$12K Buy
+206
New +$11.4K 0.01% 233

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 $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

IAG Wealth Partners's LUV Position: Q4 2024 in Review

IAG Wealth Partners sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 100 shares — an estimated $2.96K sold.

IAG Wealth Partners first reported a position in LUV in Q4 2019 and held it in 20 quarters. The position peaked at $16K in Q4 2020. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • IAG Wealth Partners reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 100 Southwest Airlines shares in Q4 2024, an estimated $2.96K.
  • IAG Wealth Partners first reported a position in Southwest Airlines in Q4 2019 and held it in 20 quarters.
  • IAG Wealth Partners's Southwest Airlines position peaked at $16K in Q4 2020.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.