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Estate Planners Group’s Southwest Airlines LUV Stock Holding History

Estate Planners Group’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
-96
Closed -$3.97K – 271
2025
Q4 		$3.97K Buy
+96
New +$3.35K ﹤0.01% 356

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Estate Planners Group's LUV Position: Q1 2026 in Review

Estate Planners Group sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 96 shares — an estimated $3.97K sold.

Estate Planners Group first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $3.97K in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Estate Planners Group reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 96 Southwest Airlines shares in Q1 2026, an estimated $3.97K.
  • Estate Planners Group first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Southwest Airlines position peaked at $3.97K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.