Atala Financial’s Southwest Airlines LUV Stock Holding History

Atala Financial’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	-20	Closed	-$672	–	315
2025 Q1	$672	Hold	20	–	–	﹤0.01%	457
2024 Q4	$672	Buy	+20	New	+$638	﹤0.01%	458

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

Atala Financial's LUV Position: Q2 2025 in Review

Atala Financial sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 20 shares — an estimated $672 sold.

Atala Financial first reported a position in LUV in Q4 2024 and held it in 2 quarters. The position peaked at $672 in Q1 2025. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Atala Financial reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 20 Southwest Airlines shares in Q2 2025, an estimated $672.
Atala Financial first reported a position in Southwest Airlines in Q4 2024 and held it in 2 quarters.
Atala Financial's Southwest Airlines position peaked at $672 in Q1 2025.
792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.