Dogwood Wealth Management’s Southwest Airlines LUV Stock Holding History

Dogwood Wealth Management’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	$3.44K	Sell	67 -15	-18%	-$630	﹤0.01%	571
2026 Q1	$3.08K	Buy	+82	New	+$3.7K	﹤0.01%	574
2025 Q4	–	Sell	-214	Closed	-$6.83K	–	802
2025 Q3	$6.83K	Hold	214	–	–	﹤0.01%	338
2025 Q2	$7.27K	Hold	214	–	–	﹤0.01%	337
2025 Q1	$7.22K	Hold	214	–	–	﹤0.01%	217
2024 Q4	$7.2K	Hold	214	–	–	﹤0.01%	198
2024 Q3	$6.34K	Sell	214 -34	-14%	-$941	﹤0.01%	168
2024 Q2	$7.1K	Buy	248 +35	+16%	+$976	﹤0.01%	188
2024 Q1	$6.22K	Buy	213 +2	+0.9%	+$62	﹤0.01%	199
2023 Q4	$6.08K	Buy	+211	New	+$5.49K	﹤0.01%	179

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

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

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return