JNBA Financial Advisors’s Southwest Airlines LUV Stock Holding History

JNBA Financial 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
2024 Q1	–	Sell	-19	Closed	-$549	–	707
2023 Q4	$549	Sell	19 -20	-51%	-$520	﹤0.01%	673
2023 Q3	$1.06K	Buy	39 +19	+95%	+$620	﹤0.01%	666
2023 Q2	$725	Buy	+20	New	+$627	﹤0.01%	677
2022 Q1	–	Sell	-20	Closed	-$1K	–	777
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	792
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	706
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	659
2021 Q1	$1K	Buy	+20	New	+$1.06K	﹤0.01%	628
2017 Q1	–	Sell	-40	Closed	-$2K	–	480
2016 Q4	$2K	Sell	40 -1,798	-98%	-$80.6K	﹤0.01%	451
2016 Q3	$71K	Buy	1,838 +1,798	+4,495%	+$68.3K	0.01%	441
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	470
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	490
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	468
2015 Q3	$2K	Hold	40	–	–	﹤0.01%	469
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	504
2015 Q1	$2K	Hold	40	–	–	﹤0.01%	482
2014 Q4	$2K	Hold	40	–	–	﹤0.01%	496
2014 Q3	$1K	Buy	+40	New	+$1.22K	﹤0.01%	557

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JNBA Financial Advisors's LUV Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 19 shares — an estimated $549 sold.

JNBA Financial Advisors first reported a position in LUV in Q3 2014 and held it in 17 quarters. The position peaked at $71K in Q3 2016. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

JNBA Financial Advisors reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 19 Southwest Airlines shares in Q1 2024, an estimated $549.
JNBA Financial Advisors first reported a position in Southwest Airlines in Q3 2014 and held it in 17 quarters.
JNBA Financial Advisors's Southwest Airlines position peaked at $71K in Q3 2016.
788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.