Southwest Airlines shares owned by Berger Financial Group
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $205k | 6.3k | 32.44 |
| 2025-03-31 | $211k | 6.3k | 33.58 |
| 2024-12-31 | $211k | 6.3k | 33.62 |
| 2023-06-30 | $266k | 7.3k | 36.21 |
| 2023-03-31 | $237k | 7.3k | 32.54 |
| 2022-12-31 | $245k | 7.3k | 33.67 |
| 2022-09-30 | $224k | 7.3k | 30.83 |
| 2022-06-30 | $291k | 8.1k | 36.10 |
| 2022-03-31 | $430k | 9.4k | 45.76 |
| 2021-12-31 | $409k | 9.5k | 42.84 |
| 2021-09-30 | $312k | 6.1k | 51.37 |
| 2021-06-30 | $323k | 6.1k | 53.12 |
| 2021-03-31 | $518k | 8.5k | 61.08 |
| 2020-12-31 | $433k | 9.3k | 46.62 |