Carolinas Wealth Consulting’s Southwest Airlines LUV Stock Holding History

Carolinas Wealth Consulting’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	-30	Closed	-$1.01K	–	553
2025 Q1	$1.01K	Hold	30	–	–	﹤0.01%	905
2024 Q4	$1.01K	Hold	30	–	–	﹤0.01%	946
2024 Q3	$889	Buy	30 +25	+500%	+$692	﹤0.01%	944
2024 Q2	$144	Sell	5 -12	-71%	-$335	﹤0.01%	1034
2024 Q1	$496	Buy	+17	New	+$526	﹤0.01%	981
2022 Q3	–	Sell	-16	Closed	-$1K	–	917
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	838
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	865
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	910
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	883
2021 Q2	$1K	Sell	16 -500	-97%	-$30K	﹤0.01%	893
2021 Q1	$32K	Buy	516 +500	+3,125%	+$26.6K	0.01%	434
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	817
2020 Q3	$1K	Buy	+16	New	+$568	﹤0.01%	849

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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Carolinas Wealth Consulting's LUV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 30 shares — an estimated $1.01K sold.

Carolinas Wealth Consulting first reported a position in LUV in Q3 2020 and held it in 13 quarters. The position peaked at $32K in Q1 2021. 793 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 30 Southwest Airlines shares in Q2 2025, an estimated $1.01K.
Carolinas Wealth Consulting first reported a position in Southwest Airlines in Q3 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's Southwest Airlines position peaked at $32K in Q1 2021.
793 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.