Pacific Capital Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-321	Closed	-$10.8K	–	247
2024 Q4	$10.8K	Hold	321	–	–	﹤0.01%	267
2024 Q3	$9.51K	Hold	321	–	–	﹤0.01%	301
2024 Q2	$9.18K	Sell	321 -365	-53%	-$10.2K	﹤0.01%	323
2024 Q1	$20K	Hold	686	–	–	﹤0.01%	189
2023 Q4	$19.8K	Buy	+686	New	+$17.8K	0.01%	195
2020 Q4	–	Sell	-321	Closed	-$12K	–	138
2020 Q3	$12K	Buy	+321	New	+$11.4K	0.01%	166

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Pacific Capital Wealth Advisors's LUV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 321 shares — an estimated $10.8K sold.

Pacific Capital Wealth Advisors first reported a position in LUV in Q3 2020 and held it in 6 quarters. The position peaked at $20K in Q1 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 321 Southwest Airlines shares in Q1 2025, an estimated $10.8K.
Pacific Capital Wealth Advisors first reported a position in Southwest Airlines in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Southwest Airlines position peaked at $20K in Q1 2024.
814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.