OWA
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Opal Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Opal Wealth Advisors’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
Q1 		$288K Sell
7,672
-1,154
-13% -$52.1K 0.07% 154
2025
Q4 		$365K Sell
8,826
-82
-0.9% -$2.86K 0.1% 129
2025
Q3 		$284K Sell
8,908
-222
-2% -$7.26K 0.08% 151
2025
Q2 		$296K Sell
9,130
-61
-0.7% -$1.84K 0.08% 142
2025
Q1 		$309K Buy
9,191
+226
+3% +$7.16K 0.1% 117
2024
Q4 		$301K Buy
8,965
+694
+8% +$22.1K 0.09% 128
2024
Q3 		$245K Buy
8,271
+4,124
+99% +$114K 0.08% 159
2024
Q2 		$119K Buy
+4,147
New +$116K 0.04% 249

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VCM
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EIM
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State Street
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BlackRock
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VPM
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return