KFP
LUV icon

Keener Financial Planning’s Southwest Airlines LUV Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-1,400
Closed -$44K – 132
2025
Q3 		$44K Hold
1,400
– – 0.02% 107
2025
Q2 		$45K Hold
1,400
– – 0.02% 108
2025
Q1 		$47K Hold
1,400
– – 0.03% 81
2024
Q4 		$47K Hold
1,400
– – 0.03% 94
2024
Q3 		$41K Hold
1,400
– – 0.03% 93
2024
Q2 		$40K Hold
1,400
– – 0.03% 98
2024
Q1 		$41K Hold
1,400
– – 0.03% 101
2023
Q4 		$40K Buy
+1,400
New +$36.4K 0.03% 106

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Primecap Management
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Franklin Resources
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return