Independent Advisor Alliance’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,521
| Closed | -$228K | – | 1636 |
|
|
2025
Q4 | $228K | Buy |
+5,521
| New | +$193K | 0.01% | 889 |
|
|
2025
Q3 | – | Sell |
-8,119
| Closed | -$263K | – | 966 |
|
|
2025
Q2 | $263K | Sell |
8,119
-4,931
| -38% | -$149K | 0.01% | 755 |
|
|
2025
Q1 | $438K | Buy |
13,050
+197
| +2% | +$6.24K | 0.01% | 557 |
|
|
2024
Q4 | $432K | Buy |
12,853
+422
| +3% | +$13.5K | 0.01% | 1002 |
|
|
2024
Q3 | $368K | Sell |
12,431
-344
| -3% | -$9.52K | 0.01% | 519 |
|
|
2024
Q2 | $365K | Sell |
12,775
-26,394
| -67% | -$736K | 0.01% | 527 |
|
|
2024
Q1 | $1.14M | Sell |
39,169
-321
| -0.8% | -$9.94K | 0.04% | 299 |
|
|
2023
Q4 | $1.14M | Sell |
39,490
-6,499
| -14% | -$169K | 0.04% | 285 |
|
|
2023
Q3 | $1.24M | Sell |
45,989
-26,941
| -37% | -$879K | 0.06% | 262 |
|
|
2023
Q2 | $2.64M | Sell |
72,930
-652
| -0.9% | -$20.4K | 0.12% | 160 |
|
|
2023
Q1 | $2.39M | Sell |
73,582
-104,111
| -59% | -$3.54M | 0.12% | 168 |
|
|
2022
Q4 | $5.98K | Sell |
177,693
-6,198
| -3% | -$223K | ﹤0.01% | 184 |
|
|
2022
Q3 | $5.67M | Sell |
183,891
-1,255
| -0.7% | -$47K | 0.33% | 70 |
|
|
2022
Q2 | $6.69M | Buy |
185,146
+4,297
| +2% | +$185K | 0.37% | 64 |
|
|
2022
Q1 | $8.28M | Sell |
180,849
-6,286
| -3% | -$276K | 0.4% | 61 |
|
|
2021
Q4 | $8.02M | Sell |
187,135
-3,925
| -2% | -$184K | 0.4% | 66 |
|
|
2021
Q3 | $9.83M | Sell |
191,060
-5,814
| -3% | -$294K | 0.55% | 43 |
|
|
2021
Q2 | $10.5M | Sell |
196,874
-22,681
| -10% | -$1.36M | 0.57% | 37 |
|
|
2021
Q1 | $13.4M | Buy |
219,555
+35,887
| +20% | +$1.91M | 0.8% | 27 |
|
|
2020
Q4 | $8.56M | Buy |
183,668
+7,597
| +4% | +$329K | 0.58% | 40 |
|
|
2020
Q3 | $6.6M | Buy |
176,071
+142,827
| +430% | +$5.07M | 0.5% | 51 |
|
|
2020
Q2 | $1.08M | Buy |
33,244
+24,072
| +262% | +$765K | 0.12% | 143 |
|
|
2020
Q1 | $327K | Sell |
9,172
-4,011
| -30% | -$199K | 0.05% | 261 |
|
|
2019
Q4 | $712K | Sell |
13,183
-1,695
| -11% | -$94K | 0.03% | 453 |
|
|
2019
Q3 | $804K | Sell |
14,878
-752
| -5% | -$39.3K | 0.1% | 184 |
|
|
2019
Q2 | $794K | Sell |
15,630
-253
| -2% | -$13.1K | 0.11% | 169 |
|
|
2019
Q1 | $824K | Sell |
15,883
-648
| -4% | -$34.2K | 0.12% | 169 |
|
|
2018
Q4 | $768K | Buy |
16,531
+2,302
| +16% | +$122K | 0.14% | 151 |
|
|
2018
Q3 | $851K | Buy |
14,229
+6,811
| +92% | +$398K | 0.15% | 148 |
|
|
2018
Q2 | $366K | Buy |
+7,418
| New | +$391K | 0.08% | 215 |
|
|
2017
Q2 | – | Sell |
-4,078
| Closed | -$218K | – | 336 |
|
|
2017
Q1 | $218K | Buy |
+4,078
| New | +$219K | 0.03% | 363 |
|
Other funds holding LUV
EIM
Independent Advisor Alliance's LUV Position: Q1 2026 in Review
Independent Advisor Alliance sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 5,521 shares — an estimated $228K sold.
Independent Advisor Alliance first reported a position in LUV in Q1 2017 and held it in 31 quarters. The position peaked at $13.4M in Q1 2021. 869 funds tracked by Wall St. Rank hold LUV as of Q1 2026.
- Independent Advisor Alliance reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
- Independent Advisor Alliance sold 5,521 Southwest Airlines shares in Q1 2026, an estimated $228K.
- Independent Advisor Alliance first reported a position in Southwest Airlines in Q1 2017 and held it in 31 quarters.
- Independent Advisor Alliance's Southwest Airlines position peaked at $13.4M in Q1 2021.
- 869 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.