CGC Financial Services’s Southwest Airlines LUV Stock Holding History

CGC Financial Services’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	$1.75K	Hold	34	–	–	﹤0.01%	299
2026 Q1	$1.28K	Hold	34	–	–	﹤0.01%	297
2025 Q4	$1.41K	Hold	34	–	–	﹤0.01%	304
2025 Q3	$1.08K	Hold	34	–	–	﹤0.01%	306
2025 Q2	$1.1K	Hold	34	–	–	﹤0.01%	300
2025 Q1	$1.14K	Sell	34 -125	-79%	-$3.96K	﹤0.01%	289
2024 Q4	$5.35K	Hold	159	–	–	﹤0.01%	242
2024 Q3	$4.71K	Hold	159	–	–	﹤0.01%	243
2024 Q2	$4.55K	Buy	159 +125	+368%	+$3.49K	﹤0.01%	247
2024 Q1	$992	Hold	34	–	–	﹤0.01%	306
2023 Q4	$982	Sell	34 -84	-71%	-$2.19K	﹤0.01%	316
2023 Q3	$3.2K	Hold	118	–	–	﹤0.01%	231
2023 Q2	$4.28K	Buy	+118	New	+$3.7K	﹤0.01%	225

Other funds holding LUV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return