Creative Planning’s Southwest Airlines LUV Stock Holding History

Creative Planning’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 Q1	$15.3M	Buy	408,404 +33,657	+9%	+$1.52M	0.01%	528
2025 Q4	$15.5M	Sell	374,747 -45,025	-11%	-$1.57M	0.01%	467
2025 Q3	$13.4M	Sell	419,772 -22,749	-5%	-$744K	0.01%	473
2025 Q2	$14.4M	Sell	442,521 -64,141	-13%	-$1.93M	0.01%	412
2025 Q1	$17M	Buy	506,662 +234,682	+86%	+$7.43M	0.02%	358
2024 Q4	$9.14M	Buy	271,980 +9,653	+4%	+$308K	0.01%	467
2024 Q3	$7.77M	Sell	262,327 -2,823	-1%	-$78.2K	0.01%	512
2024 Q2	$7.59M	Buy	265,150 +13,525	+5%	+$377K	0.01%	495
2024 Q1	$7.34M	Buy	251,625 +42,177	+20%	+$1.31M	0.01%	490
2023 Q4	$6.05M	Sell	209,448 -34,098	-14%	-$887K	0.01%	517
2023 Q3	$6.59M	Buy	243,546 +36,283	+18%	+$1.18M	0.01%	454
2023 Q2	$7.51M	Sell	207,263 -4,879	-2%	-$153K	0.01%	412
2023 Q1	$6.9M	Sell	212,142 -26,316	-11%	-$895K	0.01%	421
2022 Q4	$8.03M	Sell	238,458 -15,842	-6%	-$571K	0.01%	383
2022 Q3	$7.84M	Sell	254,300 -21,697	-8%	-$813K	0.01%	348
2022 Q2	$9.97M	Buy	275,997 +42,919	+18%	+$1.84M	0.02%	323
2022 Q1	$10.7M	Buy	233,078 +11,514	+5%	+$506K	0.02%	305
2021 Q4	$9.49M	Sell	221,564 -47,352	-18%	-$2.22M	0.02%	294
2021 Q3	$13.8M	Sell	268,916 -9,707	-3%	-$490K	0.02%	218
2021 Q2	$14.8M	Buy	278,623 +10,754	+4%	+$645K	0.03%	211
2021 Q1	$16.4M	Sell	267,869 -4,088	-2%	-$218K	0.03%	200
2020 Q4	$12.7M	Buy	271,957 +74,491	+38%	+$3.23M	0.03%	221
2020 Q3	$7.41M	Sell	197,466 -7,445	-4%	-$265K	0.02%	262
2020 Q2	$7M	Buy	204,911 +52,136	+34%	+$1.66M	0.02%	236
2020 Q1	$5.44M	Buy	152,775 +56,371	+58%	+$2.79M	0.02%	248
2019 Q4	$5.2M	Buy	96,404 +5,700	+6%	+$316K	0.02%	290
2019 Q3	$4.9M	Sell	90,704 -6,749	-7%	-$353K	0.02%	291
2019 Q2	$4.95M	Sell	97,453 -1,966	-2%	-$102K	0.02%	290
2019 Q1	$5.16M	Buy	99,419 +3,631	+4%	+$192K	0.02%	267
2018 Q4	$4.45M	Sell	95,788 -1,629	-2%	-$86.5K	0.02%	270
2018 Q3	$6.08M	Buy	97,417 +3,284	+3%	+$192K	0.02%	236
2018 Q2	$4.79M	Sell	94,133 -9,485	-9%	-$499K	0.02%	261
2018 Q1	$5.93M	Buy	103,618 +21,304	+26%	+$1.28M	0.02%	211
2017 Q4	$5.39M	Sell	82,314 -9,025	-10%	-$531K	0.02%	228
2017 Q3	$5.11M	Buy	91,339 +30,753	+51%	+$1.73M	0.02%	236
2017 Q2	$3.77M	Sell	60,586 -12,517	-17%	-$728K	0.02%	276
2017 Q1	$3.93M	Buy	73,103 +1,471	+2%	+$79.1K	0.02%	259
2016 Q4	$3.57M	Sell	71,632 -7,410	-9%	-$332K	0.02%	269
2016 Q3	$3.07M	Sell	79,042 -43,319	-35%	-$1.65M	0.02%	287
2016 Q2	$4.8M	Sell	122,361 -2,005	-2%	-$85.8K	0.03%	173
2016 Q1	$5.57M	Buy	124,366 +9,773	+9%	+$398K	0.04%	152
2015 Q4	$4.93M	Sell	114,593 -81,491	-42%	-$3.61M	0.04%	163
2015 Q3	$7.46M	Buy	196,084 +116,531	+146%	+$4.3M	0.07%	119
2015 Q2	$2.63M	Sell	79,553 -92,788	-54%	-$3.63M	0.02%	242
2015 Q1	$7.63M	Sell	172,341 -15,682	-8%	-$685K	0.07%	115
2014 Q4	$7.96M	Sell	188,023 -14,801	-7%	-$553K	0.08%	106
2014 Q3	$6.85M	Buy	202,824 +169,745	+513%	+$5.18M	0.08%	108
2014 Q2	$889K	Buy	33,079 +3,378	+11%	+$85.2K	0.01%	429
2014 Q1	$701K	Sell	29,701 -355	-1%	-$7.77K	0.01%	493
2013 Q4	$566K	Buy	30,056 +5,201	+21%	+$90.7K	0.01%	484
2013 Q3	$362K	Buy	24,855 +3,112	+14%	+$42.3K	0.01%	534
2013 Q2	$280K	Buy	+21,743	New	+$296K	0.01%	574