SWM
LUV icon

Spire Wealth Management’s Southwest Airlines LUV Stock Holding History

Spire Wealth Management’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 		$30.4K Sell
590
-256
-30% -$10.8K ﹤0.01% 1312
2026
Q1 		$31.8K Buy
846
+17
+2% +$768 ﹤0.01% 1294
2025
Q4 		$34.3K Sell
829
-1,777
-68% -$62.1K ﹤0.01% 1296
2025
Q3 		$83.2K Sell
2,606
-1,436
-36% -$47K ﹤0.01% 1060
2025
Q2 		$131K Sell
4,042
-104
-3% -$3.13K ﹤0.01% 878
2025
Q1 		$139K Sell
4,146
-220
-5% -$6.97K ﹤0.01% 925
2024
Q4 		$147K Sell
4,366
-380
-8% -$12.1K ﹤0.01% 912
2024
Q3 		$141K Buy
4,746
+141
+3% +$3.9K ﹤0.01% 821
2024
Q2 		$132K Sell
4,605
-10
-0.2% -$279 ﹤0.01% 827
2024
Q1 		$135K Buy
4,615
+7
+0.2% +$217 ﹤0.01% 906
2023
Q4 		$138K Sell
4,608
-624
-12% -$16.2K ﹤0.01% 895
2023
Q3 		$142K Buy
5,232
+16
+0.3% +$522 0.01% 820
2023
Q2 		$189K Sell
5,216
-345
-6% -$10.8K 0.01% 736
2023
Q1 		$181K Buy
5,561
+91
+2% +$3.1K 0.01% 758
2022
Q4 		$184K Buy
5,470
+3,188
+140% +$115K 0.01% 578
2022
Q3 		$70K Buy
2,282
+659
+41% +$24.7K ﹤0.01% 833
2022
Q2 		$59K Buy
1,623
+82
+5% +$3.52K ﹤0.01% 1223
2022
Q1 		$71K Sell
1,541
-4,296
-74% -$189K ﹤0.01% 1309
2021
Q4 		$250K Buy
5,837
+3,184
+120% +$149K 0.01% 994
2021
Q3 		$136K Sell
2,653
-1,742
-40% -$88K ﹤0.01% 1074
2021
Q2 		$249K Sell
4,395
-3,281
-43% -$197K 0.01% 856
2021
Q1 		$470K Buy
+7,676
New +$408K 0.01% 689

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
HIMCH
Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return