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SRH Advisors’s Southwest Airlines LUV Stock Holding History

SRH Advisors’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
-2,000
Closed -$64.9K – 284
2025
Q2 		$64.9K Hold
2,000
– – 0.02% 110
2025
Q1 		$67.2K Hold
2,000
– – 0.02% 108
2024
Q4 		$67.2K Hold
2,000
– – 0.02% 112
2024
Q3 		$59.3K Hold
2,000
– – 0.02% 119
2024
Q2 		$57.2K Buy
+2,000
New +$55.8K 0.02% 114
2021
Q4 		– Sell
-15
Closed -$1K – 310
2021
Q3 		$1K Hold
15
– – ﹤0.01% 299
2021
Q2 		$1K Hold
15
– – ﹤0.01% 295
2021
Q1 		$1K Hold
15
– – ﹤0.01% 291
2020
Q4 		$1K Hold
15
– – ﹤0.01% 290
2020
Q3 		$1K Hold
15
– – ﹤0.01% 290
2020
Q2 		$1K Hold
15
– – ﹤0.01% 273
2020
Q1 		$1K Buy
+15
New +$744 ﹤0.01% 263

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

SRH Advisors's LUV Position: Q3 2025 in Review

SRH Advisors sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 2,000 shares — an estimated $64.9K sold.

SRH Advisors first reported a position in LUV in Q1 2020 and held it in 12 quarters. The position peaked at $67.2K in Q4 2024. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • SRH Advisors reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • SRH Advisors sold 2,000 Southwest Airlines shares in Q3 2025, an estimated $64.9K.
  • SRH Advisors first reported a position in Southwest Airlines in Q1 2020 and held it in 12 quarters.
  • SRH Advisors's Southwest Airlines position peaked at $67.2K in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on SRH Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.