Southwest Airlines shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 27k | 31.91 |
| 2025-06-30 | $868k | 27k | 32.44 |
| 2025-03-31 | $899k | 27k | 33.58 |
| 2024-12-31 | $900k | 27k | 33.62 |
| 2024-09-30 | $781k | 27k | 29.19 |
| 2024-06-30 | $766k | 27k | 28.61 |
| 2024-03-31 | $781k | 27k | 29.19 |
| 2023-12-31 | $777k | 27k | 28.88 |
| 2023-09-30 | $729k | 27k | 27.07 |
| 2023-06-30 | $1.0M | 28k | 36.21 |
| 2023-03-31 | $961k | 29k | 33.67 |
| 2022-12-31 | $961k | 29k | 33.67 |
| 2022-09-30 | $878k | 29k | 30.83 |
| 2022-06-30 | $1.0M | 29k | 36.14 |
| 2022-03-31 | $1.3M | 29k | 45.79 |
| 2021-12-31 | $1.2M | 29k | 42.84 |
| 2021-09-30 | $1.7M | 33k | 51.44 |
| 2021-06-30 | $1.8M | 33k | 53.09 |
| 2021-03-31 | $2.0M | 33k | 61.06 |
More positions owned by Monticello Wealth Management
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