Diversify Advisory Services’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$803K Buy
+17,696
New +$743K 0.01% 711
2026
Q1
Sell
-5,642
Closed -$243K 595
2025
Q4
$243K Sell
5,642
-1,881
-25% -$65.7K 0.01% 813
2025
Q3
$229K Buy
7,523
+721
+11% +$23.6K 0.01% 806
2025
Q2
$209K Buy
+6,802
New +$205K 0.01% 785
2025
Q1
Sell
-7,221
Closed -$239K 665
2024
Q4
$239K Sell
7,221
-1,435
-17% -$45.8K 0.01% 540
2024
Q3
$264K Sell
8,656
-1,862
-18% -$51.5K 0.01% 531
2024
Q2
$289K Sell
10,518
-14,362
-58% -$401K 0.02% 513
2024
Q1
$726K Buy
+24,880
New +$770K 0.04% 324

Other funds holding LUV

Diversify Advisory Services's LUV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Southwest Airlines (LUV) in Q2 2026: 17,696 shares worth $803K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LUV as recently as Q4 2025.

Diversify Advisory Services first reported a position in LUV in Q1 2024 and has held it in 8 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Diversify Advisory Services held 17,696 shares of Southwest Airlines worth $803K as of Q2 2026.
  • Southwest Airlines was a new Diversify Advisory Services position in Q2 2026.
  • Southwest Airlines made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #711 holding.
  • Diversify Advisory Services first reported a position in Southwest Airlines in Q1 2024 and has held it in 8 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.