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Mosaic Financial Group’s Southwest Airlines LUV Stock Holding History

Mosaic 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
-9,259
Closed -$311K – 122
2024
Q4 		$311K Hold
9,259
– – 0.22% 86
2024
Q3 		$274K Buy
9,259
+108
+1% +$2.99K 0.19% 96
2024
Q2 		$262K Hold
9,151
– – 0.19% 97
2024
Q1 		$267K Buy
+9,151
New +$283K 0.21% 95

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

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

Mosaic Financial Group sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 9,259 shares — an estimated $311K sold.

Mosaic Financial Group first reported a position in LUV in Q1 2024 and held it in 4 quarters. The position peaked at $311K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Mosaic Financial Group reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Mosaic Financial Group sold 9,259 Southwest Airlines shares in Q1 2025, an estimated $311K.
  • Mosaic Financial Group first reported a position in Southwest Airlines in Q1 2024 and held it in 4 quarters.
  • Mosaic Financial Group's Southwest Airlines position peaked at $311K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Mosaic Financial Group's 13F filing for Q1 2025, filed 14 May 2025.