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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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 |
|---|---|---|---|
| 2024-12-31 | $269k | 8.0k | 33.62 |
| 2024-09-30 | $238k | 8.0k | 29.63 |
| 2024-06-30 | $230k | 8.0k | 28.61 |
| 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 | $9.1M | 403k | 22.67 |
| 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
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