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Ridgewood Investments’s Southwest Airlines LUV Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,076
Closed -$34.9K – 474
2025
Q2 		$34.9K Hold
1,076
– – 0.02% 383
2025
Q1 		$36.1K Sell
1,076
-270
-20% -$8.55K 0.02% 361
2024
Q4 		$45.3K Sell
1,346
-143
-10% -$4.56K 0.02% 324
2024
Q3 		$44.1K Sell
1,489
-233
-14% -$6.45K 0.02% 328
2024
Q2 		$49.3K Buy
+1,722
New +$48K 0.02% 320
2023
Q3 		– Sell
-1,532
Closed -$55.5K – 513
2023
Q2 		$55.5K Sell
1,532
-2
-0.1% -$63 0.03% 313
2023
Q1 		$49.9K Buy
+1,534
New +$52.2K 0.03% 337

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ridgewood Investments's LUV Position: Q3 2025 in Review

Ridgewood Investments sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 1,076 shares — an estimated $34.9K sold.

Ridgewood Investments first reported a position in LUV in Q1 2023 and held it in 7 quarters. The position peaked at $55.5K in Q2 2023. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Ridgewood Investments reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,076 Southwest Airlines shares in Q3 2025, an estimated $34.9K.
  • Ridgewood Investments first reported a position in Southwest Airlines in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Southwest Airlines position peaked at $55.5K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.