Avior Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $314K | Sell |
6,112
-67
| -1% | -$2.81K | 0.01% | 645 |
|
|
2026
Q1 | $232K | Buy |
+6,179
| New | +$279K | 0.01% | 754 |
|
|
2025
Q3 | – | Sell |
-8,897
| Closed | -$289K | – | 726 |
|
|
2025
Q2 | $289K | Sell |
8,897
-210
| -2% | -$6.33K | 0.01% | 578 |
|
|
2025
Q1 | $306K | Sell |
9,107
-1,009
| -10% | -$32K | 0.01% | 538 |
|
|
2024
Q4 | $340K | Buy |
10,116
+369
| +4% | +$11.8K | 0.01% | 558 |
|
|
2024
Q3 | $289K | Buy |
9,747
+59
| +0.6% | +$1.63K | 0.01% | 597 |
|
|
2024
Q2 | $277K | Sell |
9,688
-5,302
| -35% | -$148K | 0.01% | 584 |
|
|
2024
Q1 | $438K | Buy |
14,990
+574
| +4% | +$17.8K | 0.02% | 489 |
|
|
2023
Q4 | $416K | Buy |
14,416
+1,593
| +12% | +$41.4K | 0.03% | 381 |
|
|
2023
Q3 | $347K | Sell |
12,823
-725
| -5% | -$23.7K | 0.02% | 412 |
|
|
2023
Q2 | $491K | Buy |
13,548
+825
| +6% | +$25.9K | 0.03% | 342 |
|
|
2023
Q1 | $414K | Buy |
12,723
+11
| +0.1% | +$374 | 0.03% | 398 |
|
|
2022
Q4 | $428K | Sell |
12,712
-4
| -0% | -$144 | 0.03% | 338 |
|
|
2022
Q3 | $392K | Buy |
12,716
+749
| +6% | +$28.1K | 0.03% | 326 |
|
|
2022
Q2 | $431K | Sell |
11,967
-29
| -0.2% | -$1.25K | 0.04% | 279 |
|
|
2022
Q1 | $548K | Sell |
11,996
-4,971
| -29% | -$219K | 0.05% | 278 |
|
|
2021
Q4 | $726K | Buy |
16,967
+6,094
| +56% | +$286K | 0.06% | 251 |
|
|
2021
Q3 | $559K | Buy |
10,873
+10
| +0.1% | +$505 | 0.05% | 289 |
|
|
2021
Q2 | $576K | Sell |
10,863
-107
| -1% | -$6.41K | 0.06% | 276 |
|
|
2021
Q1 | $669K | Buy |
10,970
+98
| +0.9% | +$5.21K | 0.07% | 236 |
|
|
2020
Q4 | $506K | Buy |
10,872
+82
| +0.8% | +$3.55K | 0.06% | 264 |
|
|
2020
Q3 | $404K | Buy |
10,790
+170
| +2% | +$6.04K | 0.06% | 279 |
|
|
2020
Q2 | $362K | Buy |
10,620
+840
| +9% | +$26.7K | 0.06% | 302 |
|
|
2020
Q1 | $348K | Buy |
9,780
+801
| +9% | +$39.7K | 0.07% | 248 |
|
|
2019
Q4 | $484K | Buy |
8,979
+115
| +1% | +$6.38K | 0.08% | 230 |
|
|
2019
Q3 | $478K | Hold |
8,864
| – | – | 0.08% | 226 |
|
|
2019
Q2 | $450K | Buy |
8,864
+29
| +0.3% | +$1.5K | 0.08% | 228 |
|
|
2019
Q1 | $458K | Sell |
8,835
-10
| -0.1% | -$528 | 0.1% | 211 |
|
|
2018
Q4 | $411K | Sell |
8,845
-292
| -3% | -$15.5K | 0.1% | 196 |
|
|
2018
Q3 | $571K | Buy |
9,137
+1
| +0% | +$58 | 0.12% | 159 |
|
|
2018
Q2 | $465K | Sell |
9,136
-510
| -5% | -$26.9K | 0.1% | 179 |
|
|
2018
Q1 | $553K | Sell |
9,646
-64
| -0.7% | -$3.84K | 0.13% | 156 |
|
|
2017
Q4 | $636K | Sell |
9,710
-290
| -3% | -$17.1K | 0.14% | 138 |
|
|
2017
Q3 | $560K | Buy |
10,000
+185
| +2% | +$10.4K | 0.18% | 110 |
|
|
2017
Q2 | $610K | Sell |
9,815
-322
| -3% | -$18.7K | 0.25% | 93 |
|
|
2017
Q1 | $545K | Buy |
10,137
+200
| +2% | +$10.8K | 0.18% | 111 |
|
|
2016
Q4 | $495K | Sell |
9,937
-278
| -3% | -$12.5K | 0.18% | 107 |
|
|
2016
Q3 | $397K | Sell |
10,215
-195
| -2% | -$7.41K | 0.16% | 114 |
|
|
2016
Q2 | $408K | Hold |
10,410
| – | – | 0.17% | 108 |
|
|
2016
Q1 | $466K | Sell |
10,410
-120
| -1% | -$4.88K | 0.21% | 107 |
|
|
2015
Q4 | $453K | Buy |
10,530
+200
| +2% | +$8.86K | 0.25% | 96 |
|
|
2015
Q3 | $393K | Hold |
10,330
| – | – | 0.23% | 98 |
|
|
2015
Q2 | $342K | Hold |
10,330
| – | – | 0.27% | 50 |
|
|
2015
Q1 | $458K | Hold |
10,330
| – | – | 0.35% | 47 |
|
|
2014
Q4 | $437K | Hold |
10,330
| – | – | 0.35% | 48 |
|
|
2014
Q3 | $349K | Hold |
10,330
| – | – | 0.3% | 49 |
|
|
2014
Q2 | $277K | Buy |
10,330
+120
| +1% | +$3.02K | 0.23% | 54 |
|
|
2014
Q1 | $241K | Buy |
10,210
+10
| +0.1% | +$219 | 0.2% | 51 |
|
|
2013
Q4 | $192K | Buy |
+10,200
| New | +$178K | 0.18% | 56 |
|
Other funds holding LUV
EIM
Avior Wealth Management's LUV Position: Q2 2026 in Review
Avior Wealth Management reduced its Southwest Airlines (LUV) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 6,112 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #645.
Avior Wealth Management first reported a position in LUV in Q4 2013 and has held it in 49 quarters since. The position peaked at $726K in Q4 2021. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.
- Avior Wealth Management held 6,112 shares of Southwest Airlines worth $314K as of Q2 2026.
- Avior Wealth Management sold 67 Southwest Airlines shares in Q2 2026, an estimated $2.81K.
- Southwest Airlines made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #645 holding.
- Avior Wealth Management first reported a position in Southwest Airlines in Q4 2013 and has held it in 49 quarters since.
- Avior Wealth Management's Southwest Airlines position peaked at $726K in Q4 2021.
- 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.