DAS
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Diversify Advisory Services’s Southwest Airlines LUV Stock Holding History

Diversify Advisory Services’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 		– 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

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
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EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return