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Legacy Wealth Management (Idaho)’s Southwest Airlines LUV Stock Holding History

Legacy Wealth Management (Idaho)’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
-119
Closed -$4.47K – 622
2026
Q1 		$4.47K Hold
119
– – ﹤0.01% 638
2025
Q4 		$4.92K Hold
119
– – ﹤0.01% 534
2025
Q3 		$3.8K Sell
119
-100
-46% -$3.27K ﹤0.01% 464
2025
Q2 		$7.11K Hold
219
– – ﹤0.01% 358
2025
Q1 		$7.36K Hold
219
– – 0.01% 380
2024
Q4 		$6.79K Hold
219
– – ﹤0.01% 346
2024
Q3 		$7.09K Buy
+219
New +$6.06K ﹤0.01% 357

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Legacy Wealth Management (Idaho)'s LUV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 119 shares — an estimated $4.47K sold.

Legacy Wealth Management (Idaho) first reported a position in LUV in Q3 2024 and held it in 7 quarters. The position peaked at $7.36K in Q1 2025. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 119 Southwest Airlines shares in Q2 2026, an estimated $4.47K.
  • Legacy Wealth Management (Idaho) first reported a position in Southwest Airlines in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Southwest Airlines position peaked at $7.36K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.