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Cooper Financial Group’s Southwest Airlines LUV Stock Holding History

Cooper 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
Q3 		$505K Sell
12,130
-501
-4% -$22K 0.04% 261
2026
Q2 		$649K Sell
12,631
-9,502
-43% -$399K 0.05% 228
2026
Q1 		$832K Sell
22,133
-1,612
-7% -$72.8K 0.08% 183
2025
Q4 		$981K Sell
23,745
-1,026
-4% -$35.8K 0.1% 145
2025
Q3 		$790K Sell
24,771
-2,998
-11% -$98K 0.09% 180
2025
Q2 		$901K Sell
27,769
-523
-2% -$15.8K 0.11% 154
2025
Q1 		$950K Buy
28,292
+1,772
+7% +$56.1K 0.13% 150
2024
Q4 		$892K Buy
26,520
+5,097
+24% +$163K 0.11% 158
2024
Q3 		$635K Buy
+21,423
New +$593K 0.08% 206
2021
Q4 		– Sell
-8,891
Closed -$457K – 257
2021
Q3 		$457K Sell
8,891
-386
-4% -$19.5K 0.09% 137
2021
Q2 		$493K Buy
9,277
+417
+5% +$25K 0.1% 123
2021
Q1 		$541K Sell
8,860
-270
-3% -$14.4K 0.12% 116
2020
Q4 		$426K Buy
9,130
+153
+2% +$6.63K 0.09% 169
2020
Q3 		$337K Buy
+8,977
New +$319K 0.1% 140

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cooper Financial Group's LUV Position: Q3 2026 in Review

Cooper Financial Group reduced its Southwest Airlines (LUV) stake by 4% in Q3 2026, selling an estimated $22K and leaving 12,130 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #261.

Cooper Financial Group first reported a position in LUV in Q3 2020 and has held it in 14 quarters since. The position peaked at $981K in Q4 2025. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Cooper Financial Group held 12,130 shares of Southwest Airlines worth $505K as of Q3 2026.
  • Cooper Financial Group sold 501 Southwest Airlines shares in Q3 2026, an estimated $22K.
  • Southwest Airlines made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #261 holding.
  • Cooper Financial Group first reported a position in Southwest Airlines in Q3 2020 and has held it in 14 quarters since.
  • Cooper Financial Group's Southwest Airlines position peaked at $981K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.