Lido Advisors’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 | $1.01M | Sell |
26,915
-7,461
| -22% | -$337K | ﹤0.01% | 960 |
|
|
2025
Q4 | $1.22M | Sell |
34,376
-4,358
| -11% | -$152K | ﹤0.01% | 923 |
|
|
2025
Q3 | $1.24M | Sell |
38,734
-563
| -1% | -$18.4K | ﹤0.01% | 860 |
|
|
2025
Q2 | $1.28M | Buy |
39,297
+16,078
| +69% | +$484K | 0.01% | 740 |
|
|
2025
Q1 | $783K | Buy |
23,219
+5,396
| +30% | +$171K | ﹤0.01% | 873 |
|
|
2024
Q4 | $602K | Sell |
17,823
-2,194
| -11% | -$70K | ﹤0.01% | 946 |
|
|
2024
Q3 | $593K | Buy |
20,017
+639
| +3% | +$17.7K | ﹤0.01% | 898 |
|
|
2024
Q2 | $558K | Sell |
19,378
-238,260
| -92% | -$6.65M | ﹤0.01% | 891 |
|
|
2024
Q1 | $7.52M | Buy |
257,638
+10,350
| +4% | +$320K | 0.04% | 218 |
|
|
2023
Q4 | $7.19M | Buy |
247,288
+222,664
| +904% | +$5.79M | 0.05% | 214 |
|
|
2023
Q3 | $667K | Sell |
24,624
-3,378
| -12% | -$110K | 0.01% | 664 |
|
|
2023
Q2 | $1.01M | Buy |
28,002
+1,660
| +6% | +$52K | 0.01% | 532 |
|
|
2023
Q1 | $857K | Buy |
26,342
+8,026
| +44% | +$273K | 0.01% | 514 |
|
|
2022
Q4 | $617K | Buy |
18,316
+4,204
| +30% | +$152K | 0.01% | 530 |
|
|
2022
Q3 | $435K | Sell |
14,112
-83
| -0.6% | -$3.11K | 0.01% | 593 |
|
|
2022
Q2 | $512K | Sell |
14,195
-1,129
| -7% | -$48.5K | 0.01% | 535 |
|
|
2022
Q1 | $701K | Sell |
15,324
-73
| -0.5% | -$3.21K | 0.01% | 484 |
|
|
2021
Q4 | $659K | Buy |
15,397
+1,318
| +9% | +$61.9K | 0.01% | 519 |
|
|
2021
Q3 | $724K | Sell |
14,079
-349
| -2% | -$17.6K | 0.01% | 473 |
|
|
2021
Q2 | $766K | Sell |
14,428
-1,090
| -7% | -$65.3K | 0.01% | 440 |
|
|
2021
Q1 | $948K | Sell |
15,518
-92,103
| -86% | -$4.9M | 0.02% | 350 |
|
|
2020
Q4 | $5.02M | Buy |
107,621
+9,841
| +10% | +$426K | 0.1% | 120 |
|
|
2020
Q3 | $3.67M | Buy |
97,780
+11,321
| +13% | +$402K | 0.09% | 120 |
|
|
2020
Q2 | $2.96M | Buy |
+86,459
| New | +$2.75M | 0.09% | 127 |
|
|
2020
Q1 | – | Sell |
-6,203
| Closed | -$336K | – | 635 |
|
|
2019
Q4 | $336K | Buy |
6,203
+1,014
| +20% | +$56.2K | 0.01% | 469 |
|
|
2019
Q3 | $280K | Sell |
5,189
-278
| -5% | -$14.5K | 0.01% | 464 |
|
|
2019
Q2 | $277K | Buy |
5,467
+403
| +8% | +$20.9K | 0.02% | 442 |
|
|
2019
Q1 | $262K | Sell |
5,064
-1,369
| -21% | -$72.2K | 0.02% | 421 |
|
|
2018
Q4 | $300K | Buy |
6,433
+1,607
| +33% | +$85.4K | 0.03% | 311 |
|
|
2018
Q3 | $301K | Sell |
4,826
-104
| -2% | -$6.08K | 0.03% | 334 |
|
|
2018
Q2 | $250K | Buy |
4,930
+339
| +7% | +$17.9K | 0.03% | 343 |
|
|
2018
Q1 | $262K | Sell |
4,591
-659
| -13% | -$39.6K | 0.04% | 304 |
|
|
2017
Q4 | $343K | Buy |
+5,250
| New | +$309K | 0.05% | 206 |
|
|
2016
Q3 | – | Sell |
-7,374
| Closed | -$289K | – | 173 |
|
|
2016
Q2 | $289K | Buy |
7,374
+774
| +12% | +$33.1K | 0.09% | 114 |
|
|
2016
Q1 | $296K | Buy |
+6,600
| New | +$269K | 0.1% | 97 |
|
Other funds holding LUV
VCM
EIM
VPM
Lido Advisors's LUV Position: Q1 2026 in Review
Lido Advisors reduced its Southwest Airlines (LUV) stake by 22% in Q1 2026, selling an estimated $337K and leaving 26,915 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #960.
Lido Advisors first reported a position in LUV in Q1 2016 and has held it in 35 quarters since. The position peaked at $7.52M in Q1 2024. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.
- Lido Advisors held 26,915 shares of Southwest Airlines worth $1.01M as of Q1 2026.
- Lido Advisors sold 7,461 Southwest Airlines shares in Q1 2026, an estimated $337K.
- Southwest Airlines made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #960 holding.
- Lido Advisors first reported a position in Southwest Airlines in Q1 2016 and has held it in 35 quarters since.
- Lido Advisors's Southwest Airlines position peaked at $7.52M in Q1 2024.
- 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.