Compass Financial Management
LUV icon

Compass Financial Management’s Southwest Airlines LUV Stock Holding History

Compass Financial 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
Q3 		$9.2K Sell
221
-232
-51% -$10.2K ﹤0.01% 1150
2026
Q2 		$23.3K Buy
+453
New +$19K ﹤0.01% 864

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Compass Financial Management's LUV Position: Q3 2026 in Review

Compass Financial Management reduced its Southwest Airlines (LUV) stake by 51% in Q3 2026, selling an estimated $10.2K and leaving 221 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Compass Financial Management first reported a position in LUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $23.3K in Q2 2026. 728 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Compass Financial Management held 221 shares of Southwest Airlines worth $9.2K as of Q3 2026.
  • Compass Financial Management sold 232 Southwest Airlines shares in Q3 2026, an estimated $10.2K.
  • Southwest Airlines made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1150 holding.
  • Compass Financial Management first reported a position in Southwest Airlines in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Southwest Airlines position peaked at $23.3K in Q2 2026.
  • 728 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.