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Cassaday & Co Wealth Management’s Southwest Airlines LUV Stock Holding History

Cassaday & Co Wealth Management’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 		$10.6K Sell
207
-12
-5% -$504 ﹤0.01% 861
2026
Q1 		$8.23K Buy
+219
New +$9.89K ﹤0.01% 902

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Cassaday & Co Wealth Management's LUV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Southwest Airlines (LUV) stake by 5.5% in Q2 2026, selling an estimated $504 and leaving 207 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Cassaday & Co Wealth Management first reported a position in LUV in Q1 2026 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Cassaday & Co Wealth Management held 207 shares of Southwest Airlines worth $10.6K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 12 Southwest Airlines shares in Q2 2026, an estimated $504.
  • Southwest Airlines made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #861 holding.
  • Cassaday & Co Wealth Management first reported a position in Southwest Airlines in Q1 2026 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.