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Evergreen Advisors’s Southwest Airlines LUV Stock Holding History

Evergreen 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
Q2 		– Sell
-439
Closed -$16.5K – 107
2026
Q1 		$16.5K Buy
+439
New +$19.8K ﹤0.01% 105

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Evergreen Advisors's LUV Position: Q2 2026 in Review

Evergreen Advisors sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 439 shares — an estimated $16.5K sold.

Evergreen Advisors first reported a position in LUV in Q1 2026 and held it in 1 quarter. The position peaked at $16.5K in Q1 2026. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Evergreen Advisors reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 439 Southwest Airlines shares in Q2 2026, an estimated $16.5K.
  • Evergreen Advisors first reported a position in Southwest Airlines in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Southwest Airlines position peaked at $16.5K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.