Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Southwest Airlines shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Southwest Airlines

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All positions including Southwest Airlines held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 7.8k 29.19
2023-09-30 $241k 8.9k 27.07
2023-06-30 $483k 13k 36.21
2023-03-31 $2.3M 71k 32.54
2022-12-31 $5.5M 163k 33.67
2022-09-30 $4.7M 154k 30.84
2022-06-30 $5.5M 152k 36.12
2022-03-31 $6.5M 142k 45.80
2021-12-31 $4.8M 111k 42.84
2021-09-30 $7.1M 139k 51.47
2021-06-30 $6.2M 117k 53.10
2021-03-31 $5.9M 96k 61.06
2020-12-31 $4.5M 97k 46.61
2020-09-30 $1.5M 39k 37.51
2020-06-30 $1.3M 37k 34.17
2020-03-31 $1.2M 34k 35.60
2019-12-31 $2.9M 54k 53.98
2019-09-30 $2.8M 52k 54.02
2019-06-30 $2.6M 52k 50.78
2019-03-31 $2.6M 51k 51.90
2018-12-31 $2.3M 50k 46.48
2018-09-30 $2.8M 45k 62.45
2018-06-30 $2.0M 40k 50.88
2018-03-31 $2.0M 36k 57.29
2017-12-31 $2.0M 30k 65.45
2017-09-30 $1.6M 28k 55.98
2017-06-30 $1.6M 26k 62.13
2017-03-31 $1.3M 24k 53.76
2016-12-31 $1.1M 21k 49.86
2016-09-30 $710k 18k 38.89
2016-06-30 $692k 18k 39.23
2016-03-31 $753k 17k 44.82
2015-12-31 $755k 18k 43.05
2015-09-30 $603k 16k 38.02
2015-06-30 $396k 12k 33.05
2015-03-31 $345k 7.8k 44.30
2014-12-31 $215k 5.1k 42.31

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Southwest Airlines

Vanguard Group
PRIMECAP Management Company
T. Rowe Price Associates
Artisan Partners Limited Partnership
Citadel Advisors
Wellington Management Company
Provident Trust
Dimensional Fund Advisors
U.S. Global Investors
Bank of New York Mellon
Millennium Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Bank of America Corporation
Fort Washington Investment Advisors

View all funds holding Southwest Airlines