MFG
LUV icon

Mendota Financial Group’s Southwest Airlines LUV Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-200
Closed -$6.72K – 256
2024
Q4 		$6.72K Sell
200
-3
-1% -$96 ﹤0.01% 255
2024
Q3 		$6.01K Sell
203
-97
-32% -$2.69K ﹤0.01% 257
2024
Q2 		$8.58K Hold
300
– – ﹤0.01% 234
2024
Q1 		$8.76K Hold
300
– – 0.01% 242
2023
Q4 		$8.66K Hold
300
– – 0.01% 279
2023
Q3 		$8.12K Hold
300
– – 0.01% 202
2023
Q2 		$10.9K Hold
300
– – 0.01% 196
2023
Q1 		$13.7K Hold
300
– – 0.01% 212
2022
Q4 		$10.1K Buy
+300
New +$10.8K 0.01% 207

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mendota Financial Group's LUV Position: Q1 2025 in Review

Mendota Financial Group sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 200 shares — an estimated $6.72K sold.

Mendota Financial Group first reported a position in LUV in Q4 2022 and held it in 9 quarters. The position peaked at $13.7K in Q1 2023. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Mendota Financial Group reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 200 Southwest Airlines shares in Q1 2025, an estimated $6.72K.
  • Mendota Financial Group first reported a position in Southwest Airlines in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Southwest Airlines position peaked at $13.7K in Q1 2023.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.