CAPTRUST Financial Advisors
LUV icon

CAPTRUST Financial Advisors’s Southwest Airlines LUV Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-100
Closed -$3.76K – 3350
2026
Q1 		$3.76K Buy
+100
New +$4.52K ﹤0.01% 3010

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CAPTRUST Financial Advisors's LUV Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Southwest Airlines (LUV) stake by 15% in Q2 2026, selling an estimated $412K and leaving 55,651 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

CAPTRUST Financial Advisors first reported a position in LUV in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.7M in Q2 2023. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • CAPTRUST Financial Advisors held 55,651 shares of Southwest Airlines worth $2.86M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 9,806 Southwest Airlines shares in Q2 2026, an estimated $412K.
  • Southwest Airlines made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1098 holding.
  • CAPTRUST Financial Advisors first reported a position in Southwest Airlines in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Southwest Airlines position peaked at $5.7M in Q2 2023.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.