Concurrent Investment Advisors’s Southwest Airlines LUV Stock Holding History

Concurrent Investment Advisors’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	$2.08M	Sell	49,975 -1,705	-3%	-$74.7K	0.01%	807
2026 Q2	$2.66M	Buy	51,680 +8,904	+21%	+$374K	0.02%	628
2026 Q1	$1.61M	Buy	42,776 +6,552	+18%	+$296K	0.02%	691
2025 Q4	$1.5M	Buy	36,224 +1,757	+5%	+$61.4K	0.02%	678
2025 Q3	$1.1M	Buy	34,467 +8,213	+31%	+$269K	0.02%	624
2025 Q2	$852K	Buy	26,254 +4,410	+20%	+$133K	0.02%	653
2025 Q1	$734K	Buy	21,844 +4,052	+23%	+$128K	0.02%	633
2024 Q4	$598K	Sell	17,792 -1,102	-6%	-$35.2K	0.02%	626
2024 Q3	$560K	Buy	18,894 +139	+0.7%	+$3.85K	0.02%	593
2024 Q2	$537K	Sell	18,755 -1,025	-5%	-$28.6K	0.02%	565
2024 Q1	$577K	Sell	19,780 -993	-5%	-$30.7K	0.02%	507
2023 Q4	$600K	Buy	+20,773	New	+$540K	0.03%	457

Other funds holding LUV

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Concurrent Investment Advisors's LUV Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Southwest Airlines (LUV) stake by 3.3% in Q3 2026, selling an estimated $74.7K and leaving 49,975 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #807.

Concurrent Investment Advisors first reported a position in LUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.66M in Q2 2026. 104 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Concurrent Investment Advisors held 49,975 shares of Southwest Airlines worth $2.08M as of Q3 2026.
Concurrent Investment Advisors sold 1,705 Southwest Airlines shares in Q3 2026, an estimated $74.7K.
Southwest Airlines made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #807 holding.
Concurrent Investment Advisors first reported a position in Southwest Airlines in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's Southwest Airlines position peaked at $2.66M in Q2 2026.
104 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.