LifeSteps Financial’s Southwest Airlines LUV Stock Holding History

LifeSteps Financial’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	$55.4K	Buy	+1,078	New	+$45.3K	0.03%	206
2024 Q2	–	Sell	-2,689	Closed	-$78.5K	–	262
2024 Q1	$78.5K	Buy	+2,689	New	+$83.2K	0.06%	120
2022 Q3	–	Sell	-7,004	Closed	-$253K	–	75
2022 Q2	$253K	Sell	7,004 -565	-7%	-$24.3K	0.26%	63
2022 Q1	$347K	Sell	7,569 -3,185	-30%	-$140K	0.26%	62
2021 Q4	$461K	Sell	10,754 -866	-7%	-$40.7K	0.33%	49
2021 Q3	$598K	Buy	11,620 +340	+3%	+$17.2K	0.46%	40
2021 Q2	$599K	Buy	11,280 +1,788	+19%	+$107K	0.46%	41
2021 Q1	$580K	Buy	9,492 +3,792	+67%	+$202K	0.48%	39
2020 Q4	$266K	Buy	+5,700	New	+$247K	0.24%	67

Other funds holding LUV

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LifeSteps Financial's LUV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Southwest Airlines (LUV) in Q2 2026: 1,078 shares worth $55.4K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in LUV as recently as Q1 2024.

LifeSteps Financial first reported a position in LUV in Q4 2020 and has held it in 9 quarters since. The position peaked at $599K in Q2 2021. 330 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

LifeSteps Financial held 1,078 shares of Southwest Airlines worth $55.4K as of Q2 2026.
Southwest Airlines was a new LifeSteps Financial position in Q2 2026.
Southwest Airlines made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #206 holding.
LifeSteps Financial first reported a position in Southwest Airlines in Q4 2020 and has held it in 9 quarters since.
LifeSteps Financial's Southwest Airlines position peaked at $599K in Q2 2021.
330 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.