Lee Financial’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 | $343K | Buy |
9,081
+4
| +0% | +$181 | 0.05% | 119 |
|
|
2025
Q4 | $377K | Sell |
9,077
-20
| -0.2% | -$699 | 0.05% | 110 |
|
|
2025
Q3 | $290K | Hold |
9,097
| – | – | 0.04% | 151 |
|
|
2025
Q2 | $297K | Buy |
9,097
+57
| +0.6% | +$1.72K | 0.04% | 119 |
|
|
2025
Q1 | $305K | Sell |
9,040
-273
| -3% | -$8.64K | 0.05% | 117 |
|
|
2024
Q4 | $315K | Sell |
9,313
-3,445
| -27% | -$110K | 0.04% | 142 |
|
|
2024
Q3 | $378K | Buy |
12,758
+626
| +5% | +$17.3K | 0.05% | 128 |
|
|
2024
Q2 | $349K | Buy |
12,132
+1,200
| +11% | +$33.5K | 0.06% | 111 |
|
|
2024
Q1 | $319K | Buy |
10,932
+647
| +6% | +$20K | 0.05% | 118 |
|
|
2023
Q4 | $299K | Buy |
10,285
+150
| +1% | +$3.9K | 0.05% | 114 |
|
|
2023
Q3 | $274K | Buy |
10,135
+43
| +0.4% | +$1.4K | 0.05% | 112 |
|
|
2023
Q2 | $367K | Sell |
10,092
-56
| -0.6% | -$1.76K | 0.06% | 100 |
|
|
2023
Q1 | $330K | Buy |
10,148
+33
| +0.3% | +$1.12K | 0.06% | 106 |
|
|
2022
Q4 | $341K | Buy |
10,115
+56
| +0.6% | +$2.02K | 0.06% | 116 |
|
|
2022
Q3 | $310K | Sell |
10,059
-39
| -0.4% | -$1.46K | 0.06% | 117 |
|
|
2022
Q2 | $365K | Sell |
10,098
-356
| -3% | -$15.3K | 0.07% | 109 |
|
|
2022
Q1 | $479K | Buy |
10,454
+355
| +4% | +$15.6K | 0.09% | 96 |
|
|
2021
Q4 | $433K | Sell |
10,099
-50
| -0.5% | -$2.35K | 0.08% | 106 |
|
|
2021
Q3 | $522K | Hold |
10,149
| – | – | 0.11% | 93 |
|
|
2021
Q2 | $539K | Buy |
10,149
+2,224
| +28% | +$133K | 0.11% | 89 |
|
|
2021
Q1 | $484K | Buy |
7,925
+100
| +1% | +$5.32K | 0.11% | 90 |
|
|
2020
Q4 | $365K | Buy |
7,825
+1,500
| +24% | +$65K | 0.09% | 94 |
|
|
2020
Q3 | $237K | Hold |
6,325
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $216K | Sell |
6,325
-200
| -3% | -$6.36K | 0.06% | 115 |
|
|
2020
Q1 | $232K | Sell |
6,525
-5
| -0.1% | -$248 | 0.08% | 99 |
|
|
2019
Q4 | $352K | Sell |
6,530
-104
| -2% | -$5.77K | 0.08% | 98 |
|
|
2019
Q3 | $358K | Buy |
6,634
+1
| +0% | +$52 | 0.08% | 100 |
|
|
2019
Q2 | $337K | Sell |
6,633
-99
| -1% | -$5.13K | 0.08% | 101 |
|
|
2019
Q1 | $349K | Buy |
6,732
+1
| +0% | +$53 | 0.08% | 95 |
|
|
2018
Q4 | $313K | Hold |
6,731
| – | – | 0.08% | 91 |
|
|
2018
Q3 | $420K | Sell |
6,731
-999
| -13% | -$58.4K | 0.1% | 86 |
|
|
2018
Q2 | $393K | Sell |
7,730
-1,050
| -12% | -$55.3K | 0.09% | 96 |
|
|
2018
Q1 | $503K | Buy |
8,780
+2,255
| +35% | +$135K | 0.13% | 85 |
|
|
2017
Q4 | $427K | Hold |
6,525
| – | – | 0.12% | 87 |
|
|
2017
Q3 | $365K | Buy |
6,525
+200
| +3% | +$11.2K | 0.12% | 86 |
|
|
2017
Q2 | $393K | Sell |
6,325
-500
| -7% | -$29.1K | 0.14% | 86 |
|
|
2017
Q1 | $367K | Sell |
6,825
-500
| -7% | -$26.9K | 0.15% | 88 |
|
|
2016
Q4 | $365K | Buy |
+7,325
| New | +$328K | 0.2% | 81 |
|
Other funds holding LUV
VCM
EIM
VPM
Lee Financial's LUV Position: Q1 2026 in Review
Lee Financial increased its Southwest Airlines (LUV) stake by 0.04% in Q1 2026, buying an estimated $181 and bringing the position to 9,081 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #119.
Lee Financial first reported a position in LUV in Q4 2016 and has held it in 38 quarters since. The position peaked at $539K in Q2 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.
- Lee Financial held 9,081 shares of Southwest Airlines worth $343K as of Q1 2026.
- Lee Financial bought 4 Southwest Airlines shares in Q1 2026, an estimated $181.
- Southwest Airlines made up 0.05% of Lee Financial's portfolio in Q1 2026, its #119 holding.
- Lee Financial first reported a position in Southwest Airlines in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Southwest Airlines position peaked at $539K in Q2 2021.
- 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.