Econ Financial Services’s Southwest Airlines LUV Stock Holding History

Econ Financial 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 Q3	–	Sell	-71,801	Closed	-$3.69M	–	104
2026 Q2	$3.69M	Buy	+71,801	New	+$3.02M	1.73%	18
2025 Q2	–	Sell	-74,453	Closed	-$2.5M	–	97
2025 Q1	$2.5M	Buy	74,453 +32,817	+79%	+$1.04M	1.33%	16
2024 Q4	$1.4M	Sell	41,636 -8,957	-18%	-$286K	0.8%	44
2024 Q3	$1.5M	Buy	+50,593	New	+$1.4M	0.84%	29
2023 Q4	–	Sell	-19,420	Closed	-$526K	–	77
2023 Q3	$526K	Buy	19,420 +11,728	+152%	+$383K	0.38%	59
2023 Q2	$279K	Buy	+7,692	New	+$241K	0.2%	77

Other funds holding LUV

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Econ Financial Services's LUV Position: Q3 2026 in Review

Econ Financial Services sold out of Southwest Airlines (LUV) in Q3 2026, closing a stake of 71,801 shares — an estimated $3.69M sold.

Econ Financial Services first reported a position in LUV in Q2 2023 and held it in 6 quarters. The position peaked at $3.69M in Q2 2026. 303 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Econ Financial Services reported no remaining Southwest Airlines position as of Q3 2026 after selling out during the quarter.
Econ Financial Services sold 71,801 Southwest Airlines shares in Q3 2026, an estimated $3.69M.
Econ Financial Services first reported a position in Southwest Airlines in Q2 2023 and held it in 6 quarters.
Econ Financial Services's Southwest Airlines position peaked at $3.69M in Q2 2026.
303 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.