EWP
LUV icon

Elevation Wealth Partners’s Southwest Airlines LUV Stock Holding History

Elevation Wealth Partners’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 		$783 Sell
15
-20
-57% -$840 ﹤0.01% 1273
2026
Q1 		$1.32K Buy
35
+20
+133% +$903 ﹤0.01% 970
2025
Q4 		$629 Hold
15
– – ﹤0.01% 898
2025
Q3 		$486 Hold
15
– – ﹤0.01% 817
2025
Q2 		$494 Hold
15
– – ﹤0.01% 452
2025
Q1 		$511 Sell
15
-206
-93% -$6.52K ﹤0.01% 456
2024
Q4 		$7.43K Buy
221
+15
+7% +$479 ﹤0.01% 387
2024
Q3 		$6.1K Hold
206
– – ﹤0.01% 383
2024
Q2 		$5.89K Buy
+206
New +$5.75K ﹤0.01% 375
2024
Q1 		– Hold
0
– – – 478
2023
Q4 		– Hold
0
– – – 444
2023
Q3 		– Hold
0
– – – 347
2023
Q2 		– Hold
0
– – – 356
2023
Q1 		– Hold
0
– – – 351

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GI
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CNB
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AHC
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Wealth Enhancement Advisory Services
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PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
HIMCH
Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return