Abound Wealth Management’s Southwest Airlines LUV Stock Holding History

Abound Wealth Management’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
2026 Q2	$15.5K	Sell	301 -147	-33%	-$6.17K	﹤0.01%	412
2026 Q1	$16.8K	Buy	448 +78	+21%	+$3.52K	﹤0.01%	431
2025 Q4	$15.3K	Hold	370	–	–	﹤0.01%	421
2025 Q3	$11.8K	Sell	370 -91	-20%	-$2.98K	﹤0.01%	459
2025 Q2	$15K	Buy	461 +91	+25%	+$2.74K	﹤0.01%	381
2025 Q1	$12.4K	Buy	370 +254	+219%	+$8.04K	﹤0.01%	372
2024 Q4	$3.9K	Buy	116 +22	+23%	+$702	﹤0.01%	579
2024 Q3	$2.79K	Hold	94	–	–	﹤0.01%	661
2024 Q2	$2.69K	Sell	94 -75	-44%	-$2.09K	﹤0.01%	613
2024 Q1	$4.93K	Buy	169 +75	+80%	+$2.32K	﹤0.01%	527
2023 Q4	$2.71K	Sell	94 -43	-31%	-$1.12K	﹤0.01%	617
2023 Q3	$3.71K	Buy	137 +7	+5%	+$228	﹤0.01%	522
2023 Q2	$4.71K	Buy	130 +36	+38%	+$1.13K	﹤0.01%	494
2023 Q1	$3.06K	Buy	94 +39	+71%	+$1.33K	﹤0.01%	520
2022 Q4	$1.85K	Buy	55 +23	+72%	+$829	﹤0.01%	549
2022 Q3	$987	Buy	+32	New	+$1.2K	﹤0.01%	611

Other funds holding LUV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return