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Mowery & Schoenfeld Wealth Management’s Southwest Airlines LUV Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-116
Closed -$3.9K – 521
2024
Q4 		$3.9K Buy
+116
New +$3.7K 0.01% 330

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LUV Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 116 shares — an estimated $3.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $3.9K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 116 Southwest Airlines shares in Q1 2025, an estimated $3.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Southwest Airlines position peaked at $3.9K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.