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Doliver Advisors’s Southwest Airlines LUV Stock Holding History

Doliver Advisors’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
Q3 		$254K Sell
6,105
-270
-4% -$11.8K 0.06% 162
2026
Q2 		$328K Sell
6,375
-553
-8% -$23.2K 0.07% 158
2026
Q1 		$260K Sell
6,928
-140
-2% -$6.32K 0.06% 160
2025
Q4 		$292K Sell
7,068
-1,135
-14% -$39.6K 0.07% 154
2025
Q3 		$262K Buy
8,203
+100
+1% +$3.27K 0.07% 164
2025
Q2 		$263K Sell
8,103
-100
-1% -$3.01K 0.07% 151
2025
Q1 		$275K Hold
8,203
– – 0.08% 142
2024
Q4 		$276K Buy
+8,203
New +$262K 0.08% 134

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Doliver Advisors's LUV Position: Q3 2026 in Review

Doliver Advisors reduced its Southwest Airlines (LUV) stake by 4.2% in Q3 2026, selling an estimated $11.8K and leaving 6,105 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #162.

Doliver Advisors first reported a position in LUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $328K in Q2 2026. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Doliver Advisors held 6,105 shares of Southwest Airlines worth $254K as of Q3 2026.
  • Doliver Advisors sold 270 Southwest Airlines shares in Q3 2026, an estimated $11.8K.
  • Southwest Airlines made up 0.06% of Doliver Advisors's portfolio in Q3 2026, its #162 holding.
  • Doliver Advisors first reported a position in Southwest Airlines in Q4 2024 and has held it in 8 quarters since.
  • Doliver Advisors's Southwest Airlines position peaked at $328K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.