SP
LUV icon

Successful Portfolios’s Southwest Airlines LUV Stock Holding History

Successful Portfolios’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
Q3 		– Sell
-4,579
Closed -$225K – 203
2026
Q2 		$225K Buy
+4,579
New +$192K 0.11% 178
2026
Q1 		– Sell
-4,885
Closed -$217K – 198
2025
Q4 		$217K Buy
+4,885
New +$171K 0.11% 171
2023
Q3 		– Sell
-6,723
Closed -$243K – 155
2023
Q2 		$243K Sell
6,723
-4,668
-41% -$146K 0.21% 111
2023
Q1 		$371K Sell
11,391
-106
-0.9% -$3.6K 0.23% 109
2022
Q4 		$387K Buy
11,497
+499
+5% +$18K 0.25% 108
2022
Q3 		$339K Sell
10,998
-176
-2% -$6.59K 0.25% 106
2022
Q2 		$404K Sell
11,174
-173
-2% -$7.44K 0.27% 96
2022
Q1 		$520K Sell
11,347
-123
-1% -$5.41K 0.3% 88
2021
Q4 		$491K Buy
11,470
+119
+1% +$5.59K 0.27% 94
2021
Q3 		$584K Buy
11,351
+371
+3% +$18.7K 0.35% 74
2021
Q2 		$583K Buy
10,980
+2,851
+35% +$171K 0.35% 73
2021
Q1 		$496K Sell
8,129
-44
-0.5% -$2.34K 0.33% 85
2020
Q4 		$381K Buy
8,173
+559
+7% +$24.2K 0.27% 100
2020
Q3 		$286K Sell
7,614
-386
-5% -$13.7K 0.23% 121
2020
Q2 		$273K Buy
8,000
+290
+4% +$9.21K 0.24% 118
2020
Q1 		$275K Buy
7,710
+236
+3% +$11.7K 0.28% 98
2019
Q4 		$403K Sell
7,474
-300
-4% -$16.6K 0.36% 78
2019
Q3 		$420K Buy
7,774
+136
+2% +$7.11K 0.39% 73
2019
Q2 		$388K Sell
7,638
-200
-3% -$10.4K 0.42% 74
2019
Q1 		$407K Buy
7,838
+494
+7% +$26.1K 0.45% 68
2018
Q4 		$341K Sell
7,344
-123
-2% -$6.53K 0.44% 72
2018
Q3 		$466K Buy
7,467
+197
+3% +$11.5K 0.51% 61
2018
Q2 		$370K Buy
7,270
+141
+2% +$7.42K 0.43% 76
2018
Q1 		$408K Buy
7,129
+145
+2% +$8.71K 0.5% 63
2017
Q4 		$457K Buy
+6,984
New +$411K 0.57% 55

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Successful Portfolios's LUV Position: Q3 2026 in Review

Successful Portfolios sold out of Southwest Airlines (LUV) in Q3 2026, closing a stake of 4,579 shares — an estimated $225K sold.

Successful Portfolios first reported a position in LUV in Q4 2017 and held it in 25 quarters. The position peaked at $584K in Q3 2021. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Successful Portfolios reported no remaining Southwest Airlines position as of Q3 2026 after selling out during the quarter.
  • Successful Portfolios sold 4,579 Southwest Airlines shares in Q3 2026, an estimated $225K.
  • Successful Portfolios first reported a position in Southwest Airlines in Q4 2017 and held it in 25 quarters.
  • Successful Portfolios's Southwest Airlines position peaked at $584K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.