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Wood Tarver Financial Group’s Southwest Airlines LUV Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-34
Closed -$1K – 426
2025
Q2 		$1K Hold
34
– – ﹤0.01% 551
2025
Q1 		$1.14K Hold
34
– – ﹤0.01% 566
2024
Q4 		$1K Buy
+34
New +$1.08K ﹤0.01% 553

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

Wood Tarver Financial Group's LUV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 34 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in LUV in Q4 2024 and held it in 3 quarters. The position peaked at $1.14K in Q1 2025. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 34 Southwest Airlines shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in Southwest Airlines in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Southwest Airlines position peaked at $1.14K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.