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Prosperity Consulting Group’s Southwest Airlines LUV Stock Holding History

Prosperity Consulting 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
-7,088
Closed -$238K – 472
2024
Q4 		$238K Sell
7,088
-506
-7% -$16.1K 0.02% 430
2024
Q3 		$225K Sell
7,594
-2,209
-23% -$61.2K 0.02% 425
2024
Q2 		$280K Sell
9,803
-3,612
-27% -$101K 0.04% 266
2024
Q1 		$392K Sell
13,415
-3,854
-22% -$119K 0.05% 241
2023
Q4 		$499K Sell
17,269
-8,645
-33% -$225K 0.17% 108
2023
Q3 		$701K Sell
25,914
-1,807
-7% -$59K 0.32% 73
2023
Q2 		$1M Sell
27,721
-1,454
-5% -$45.6K 0.62% 39
2023
Q1 		$949K Buy
29,175
+423
+1% +$14.4K 0.6% 39
2022
Q4 		$968K Sell
28,752
-259
-0.9% -$9.34K 0.65% 40
2022
Q3 		$895K Buy
29,011
+184
+0.6% +$6.89K 0.73% 33
2022
Q2 		$1.04M Buy
28,827
+424
+1% +$18.2K 0.9% 30
2022
Q1 		$1.3M Buy
28,403
+20,131
+243% +$885K 0.97% 30
2021
Q4 		$366K Buy
+8,272
New +$388K 0.27% 71

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

Prosperity Consulting Group's LUV Position: Q1 2025 in Review

Prosperity Consulting Group sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 7,088 shares — an estimated $238K sold.

Prosperity Consulting Group first reported a position in LUV in Q4 2021 and held it in 13 quarters. The position peaked at $1.3M in Q1 2022. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Prosperity Consulting Group reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 7,088 Southwest Airlines shares in Q1 2025, an estimated $238K.
  • Prosperity Consulting Group first reported a position in Southwest Airlines in Q4 2021 and held it in 13 quarters.
  • Prosperity Consulting Group's Southwest Airlines position peaked at $1.3M in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.