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Soltis Investment Advisors’s Southwest Airlines LUV Stock Holding History

Soltis Investment 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
-20,182
Closed -$678K – 404
2025
Q1 		$678K Sell
20,182
-209
-1% -$6.62K 0.06% 201
2024
Q4 		$686K Buy
20,391
+136
+0.7% +$4.34K 0.06% 202
2024
Q3 		$600K Sell
20,255
-27
-0.1% -$748 0.06% 211
2024
Q2 		$580K Sell
20,282
-9
-0% -$251 0.06% 199
2024
Q1 		$592K Buy
+20,291
New +$628K 0.07% 186

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

Soltis Investment Advisors's LUV Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 20,182 shares — an estimated $678K sold.

Soltis Investment Advisors first reported a position in LUV in Q1 2024 and held it in 5 quarters. The position peaked at $686K in Q4 2024. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 20,182 Southwest Airlines shares in Q2 2025, an estimated $678K.
  • Soltis Investment Advisors first reported a position in Southwest Airlines in Q1 2024 and held it in 5 quarters.
  • Soltis Investment Advisors's Southwest Airlines position peaked at $686K in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.