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Planned Solutions’s Southwest Airlines LUV Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2
Closed -$62 – 414
2024
Q3 		$62 Buy
+2
New +$55 ﹤0.01% 647
2024
Q1 		– Sell
-2
Closed -$59 – 353
2023
Q4 		$59 Buy
+2
New +$52 ﹤0.01% 577
2021
Q1 		– Sell
-2
Closed – – 263
2020
Q4 		$0 Hold
2
– – ﹤0.01% 467
2020
Q3 		$0 Buy
+2
New +$71 ﹤0.01% 335

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Planned Solutions's LUV Position: Q4 2024 in Review

Planned Solutions sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 2 shares — an estimated $62 sold.

Planned Solutions first reported a position in LUV in Q3 2020 and held it in 4 quarters. The position peaked at $62 in Q3 2024. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Planned Solutions reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2 Southwest Airlines shares in Q4 2024, an estimated $62.
  • Planned Solutions first reported a position in Southwest Airlines in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Southwest Airlines position peaked at $62 in Q3 2024.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.