DiNuzzo Private Wealth’s Southwest Airlines LUV Stock Holding History

DiNuzzo Private Wealth’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	$4.48K	Sell	87 -1	-1%	-$42	﹤0.01%	436
2026 Q1	$3.31K	Buy	88 +2	+2%	+$90	﹤0.01%	483
2025 Q4	$3.56K	Sell	86 -2	-2%	-$70	﹤0.01%	450
2025 Q3	$2.9K	Buy	88 +7	+9%	+$229	﹤0.01%	517
2025 Q2	$2.63K	Buy	81 +12	+17%	+$361	﹤0.01%	531
2025 Q1	$2.32K	Buy	69 +1	+1%	+$32	﹤0.01%	541
2024 Q4	$2.29K	Buy	68 +3	+5%	+$96	﹤0.01%	550
2024 Q3	$1.93K	Buy	65 +13	+25%	+$360	﹤0.01%	624
2024 Q2	$1.49K	Buy	52 +14	+37%	+$391	﹤0.01%	623
2024 Q1	$1.11K	Buy	38 +3	+9%	+$93	﹤0.01%	694
2023 Q4	$1.01K	Buy	+35	New	+$910	﹤0.01%	699

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return