Needham Investment Management’s Southwest Airlines LUV Stock Holding History

Needham Investment Management’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Hold	35,250	–	–	0.09%	121
2025 Q1	$1.18M	Hold	35,250	–	–	0.11%	118
2024 Q4	$1.19M	Hold	35,250	–	–	0.09%	128
2024 Q3	$1.04M	Hold	35,250	–	–	0.08%	123
2024 Q2	$1.01M	Hold	35,250	–	–	0.08%	126
2024 Q1	$1.03M	Hold	35,250	–	–	0.1%	117
2023 Q4	$1.02M	Buy	35,250 +15,250	+76%	+$440K	0.13%	114
2023 Q3	$541K	Hold	20,000	–	–	0.09%	101
2023 Q2	$724K	Hold	20,000	–	–	0.12%	96
2023 Q1	$651K	Hold	20,000	–	–	0.11%	102
2022 Q4	$673K	Hold	20,000	–	–	0.12%	100
2022 Q3	$617K	Hold	20,000	–	–	0.12%	99
2022 Q2	$722K	Hold	20,000	–	–	0.14%	101
2022 Q1	$916K	Hold	20,000	–	–	0.13%	97
2021 Q4	$856K	Hold	20,000	–	–	0.11%	95
2021 Q3	$1.03M	Hold	20,000	–	–	0.14%	92
2021 Q2	$1.06M	Hold	20,000	–	–	0.16%	81
2021 Q1	$1.22M	Hold	20,000	–	–	0.17%	85
2020 Q4	$932K	Hold	20,000	–	–	0.16%	85
2020 Q3	$751K	Sell	20,000 -15,000	-43%	-$563K	0.15%	82
2020 Q2	$1.2M	Sell	35,000 -25,000	-42%	-$854K	0.26%	69
2020 Q1	$2.14M	Hold	60,000	–	–	0.6%	50
2019 Q4	$3.24M	Hold	60,000	–	–	0.88%	36
2019 Q3	$3.24M	Hold	60,000	–	–	1.04%	32
2019 Q2	$3.05M	Hold	60,000	–	–	1.01%	34
2019 Q1	$3.12M	Hold	60,000	–	–	1.06%	33
2018 Q4	$2.79M	Hold	60,000	–	–	1.05%	31
2018 Q3	$3.75M	Hold	60,000	–	–	1.13%	31
2018 Q2	$3.05M	Hold	60,000	–	–	0.86%	36
2018 Q1	$3.44M	Hold	60,000	–	–	0.98%	34
2017 Q4	$3.93M	Hold	60,000	–	–	1.04%	32
2017 Q3	$3.36M	Hold	60,000	–	–	0.85%	39
2017 Q2	$3.73M	Hold	60,000	–	–	0.99%	35
2017 Q1	$3.23M	Hold	60,000	–	–	0.83%	40
2016 Q4	$2.99M	Hold	60,000	–	–	0.76%	38
2016 Q3	$2.33M	Hold	60,000	–	–	0.62%	45
2016 Q2	$2.35M	Hold	60,000	–	–	0.65%	44
2016 Q1	$2.69M	Hold	60,000	–	–	0.7%	40
2015 Q4	$2.58M	Hold	60,000	–	–	0.64%	41
2015 Q3	$2.28M	Hold	60,000	–	–	0.57%	46
2015 Q2	$1.99M	Buy	60,000 +40,000	+200%	+$1.32M	0.43%	55
2015 Q1	$886K	Hold	20,000	–	–	0.19%	73
2014 Q4	$846K	Hold	20,000	–	–	0.18%	74
2014 Q3	$676K	Hold	20,000	–	–	0.15%	81
2014 Q2	$537K	Hold	20,000	–	–	0.11%	88
2014 Q1	$472K	Hold	20,000	–	–	0.1%	89
2013 Q4	$377K	Hold	20,000	–	–	0.08%	102
2013 Q3	$291K	Hold	20,000	–	–	0.07%	103
2013 Q2	$258K	Buy	+20,000	New	+$258K	0.06%	100