SWA
LUV icon

SOA Wealth Advisors’s Southwest Airlines LUV Stock Holding History

SOA 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
Q2 		– Sell
-350
Closed -$11.8K – 908
2025
Q1 		$11.8K Buy
+350
New +$11.1K ﹤0.01% 542
2023
Q3 		– Sell
-200
Closed -$7.24K – 949
2023
Q2 		$7.24K Hold
200
– – ﹤0.01% 571
2023
Q1 		$6.51K Sell
200
-50
-20% -$1.7K ﹤0.01% 584
2022
Q4 		$8.42K Hold
250
– – ﹤0.01% 546
2022
Q3 		$7K Sell
250
-2
-0.8% -$75 ﹤0.01% 559
2022
Q2 		$9K Buy
252
+200
+385% +$8.6K ﹤0.01% 512
2022
Q1 		$2K Sell
52
-200
-79% -$8.79K ﹤0.01% 809
2021
Q4 		$10K Hold
252
– – ﹤0.01% 572
2021
Q3 		$12K Sell
252
-400
-61% -$20.2K ﹤0.01% 547
2021
Q2 		$34K Buy
652
+402
+161% +$24.1K 0.01% 366
2021
Q1 		$15K Sell
250
-373
-60% -$19.8K ﹤0.01% 446
2020
Q4 		$31K Buy
+623
New +$27K 0.01% 324

Other funds holding LUV

Vanguard Group
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SOA Wealth Advisors's LUV Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 350 shares — an estimated $11.8K sold.

SOA Wealth Advisors first reported a position in LUV in Q4 2020 and held it in 12 quarters. The position peaked at $34K in Q2 2021. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 350 Southwest Airlines shares in Q2 2025, an estimated $11.8K.
  • SOA Wealth Advisors first reported a position in Southwest Airlines in Q4 2020 and held it in 12 quarters.
  • SOA Wealth Advisors's Southwest Airlines position peaked at $34K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.