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Carter Financial Group’s Southwest Airlines LUV Stock Holding History

Carter Financial Group’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
Q1 		– Sell
-5,707
Closed -$237K – 129
2025
Q4 		$237K Buy
+5,707
New +$199K 0.14% 102

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Carter Financial Group's LUV Position: Q1 2026 in Review

Carter Financial Group sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 5,707 shares — an estimated $237K sold.

Carter Financial Group first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Carter Financial Group reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Carter Financial Group sold 5,707 Southwest Airlines shares in Q1 2026, an estimated $237K.
  • Carter Financial Group first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • Carter Financial Group's Southwest Airlines position peaked at $237K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.