Avantax Advisory Services’s Southwest Airlines LUV Stock Holding History

Avantax Advisory Services’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	$943K	Buy	29,059 +908	+3%	+$27.4K	0.01%	1206
2025 Q1	$945K	Buy	28,151 +4,353	+18%	+$138K	0.01%	1123
2024 Q4	$800K	Sell	23,798 -17	-0.1%	-$542	0.01%	1154
2024 Q3	$706K	Sell	23,815 -3,550	-13%	-$98.3K	﹤0.01%	1207
2024 Q2	$783K	Sell	27,365 -1,747	-6%	-$48.7K	0.01%	1113
2024 Q1	$850K	Sell	29,112 -3,230	-10%	-$100K	0.01%	816
2023 Q4	$934K	Sell	32,342 -776	-2%	-$20.2K	0.01%	737
2023 Q3	$897K	Sell	33,118 -5,650	-15%	-$184K	0.01%	731
2023 Q2	$1.4M	Sell	38,768 -501	-1%	-$15.7K	0.02%	571
2023 Q1	$1.28M	Buy	39,269 +8,700	+28%	+$296K	0.02%	581
2022 Q4	$1.03M	Buy	30,569 +2,171	+8%	+$78.3K	0.01%	628
2022 Q3	$876K	Sell	28,398 -920	-3%	-$34.5K	0.01%	600
2022 Q2	$1.06M	Buy	29,318 +6,162	+27%	+$265K	0.02%	533
2022 Q1	$1.06M	Buy	23,156 +2,903	+14%	+$128K	0.01%	529
2021 Q4	$868K	Buy	20,253 +1,237	+7%	+$58.1K	0.01%	564
2021 Q3	$979K	Sell	19,016 -1,083	-5%	-$54.7K	0.02%	499
2021 Q2	$1.07M	Sell	20,099 -2,662	-12%	-$160K	0.02%	459
2021 Q1	$1.39M	Sell	22,761 -1,572	-6%	-$83.6K	0.03%	368
2020 Q4	$1.13M	Sell	24,333 -27,709	-53%	-$1.2M	0.03%	372
2020 Q3	$1.97M	Buy	52,042 +30,615	+143%	+$1.09M	0.03%	369
2020 Q2	$733K	Buy	21,427 +12,779	+148%	+$406K	0.02%	398
2020 Q1	$310K	Buy	8,648 +3,956	+84%	+$196K	0.01%	563
2019 Q4	$252K	Sell	4,692 -3,653	-44%	-$203K	0.01%	693
2019 Q3	$451K	Buy	8,345 +218	+3%	+$11.4K	0.02%	343
2019 Q2	$413K	Sell	8,127 -32	-0.4%	-$1.66K	0.02%	326
2019 Q1	$424K	Sell	8,159 -4,112	-34%	-$217K	0.02%	295
2018 Q4	$574K	Buy	+12,271	New	+$652K	0.1%	200

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

Avantax Advisory Services's LUV Position: Q2 2025 in Review

Avantax Advisory Services increased its Southwest Airlines (LUV) stake by 3.2% in Q2 2025, buying an estimated $27.4K and bringing the position to 29,059 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #1206.

Avantax Advisory Services first reported a position in LUV in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.97M in Q3 2020. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Avantax Advisory Services held 29,059 shares of Southwest Airlines worth $943K as of Q2 2025.
Avantax Advisory Services bought 908 Southwest Airlines shares in Q2 2025, an estimated $27.4K.
Southwest Airlines made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1206 holding.
Avantax Advisory Services first reported a position in Southwest Airlines in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Southwest Airlines position peaked at $1.97M in Q3 2020.
792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.