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

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

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

T. Rowe Price Associates

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

Franklin Resources

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

Geode Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Artisan Partners

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