Advisor Resource Council’s Southwest Airlines LUV Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-13,355	Closed	-$448K	–	410
2025 Q1	$448K	Buy	+13,355	New	+$423K	0.04%	382
2024 Q2	–	Sell	-9,660	Closed	-$279K	–	154
2024 Q1	$279K	Sell	9,660 -5,166	-35%	-$160K	0.12%	178
2023 Q4	$428K	Buy	14,826 +5,178	+54%	+$135K	0.05%	288
2023 Q3	$261K	Hold	9,648	–	–	0.13%	119
2023 Q2	$349K	Sell	9,648 -2,557	-21%	-$80.2K	0.16%	106
2023 Q1	$399K	Buy	12,205 +2,223	+22%	+$75.6K	0.1%	182
2022 Q4	$336K	Hold	9,982	–	–	0.16%	111
2022 Q3	$308K	Sell	9,982 -22,802	-70%	-$854K	0.21%	110
2022 Q2	$1.18M	Sell	32,784 -2,194	-6%	-$94.3K	0.11%	177
2022 Q1	$1.6M	Sell	34,978 -25,249	-42%	-$1.11M	0.48%	59
2021 Q4	$2.58M	Buy	60,227 +21,951	+57%	+$1.03M	0.2%	102
2021 Q3	$1.97M	Sell	38,276 -10,433	-21%	-$527K	0.6%	43
2021 Q2	$2.59M	Buy	+48,709	New	+$2.92M	0.27%	81

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Advisor Resource Council's LUV Position: Q2 2025 in Review

Advisor Resource Council sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 13,355 shares — an estimated $448K sold.

Advisor Resource Council first reported a position in LUV in Q2 2021 and held it in 13 quarters. The position peaked at $2.59M in Q2 2021. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Advisor Resource Council reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 13,355 Southwest Airlines shares in Q2 2025, an estimated $448K.
Advisor Resource Council first reported a position in Southwest Airlines in Q2 2021 and held it in 13 quarters.
Advisor Resource Council's Southwest Airlines position peaked at $2.59M in Q2 2021.
792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.