SFS
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Sunrise Financial Services’s Southwest Airlines LUV Stock Holding History

Sunrise Financial Services’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
Q1 		– Sell
-70
Closed -$2.89K – 630
2025
Q4 		$2.89K Buy
+70
New +$2.44K ﹤0.01% 307

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Sunrise Financial Services's LUV Position: Q1 2026 in Review

Sunrise Financial Services sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 70 shares — an estimated $2.89K sold.

Sunrise Financial Services first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $2.89K in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Sunrise Financial Services reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 70 Southwest Airlines shares in Q1 2026, an estimated $2.89K.
  • Sunrise Financial Services first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • Sunrise Financial Services's Southwest Airlines position peaked at $2.89K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Sunrise Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.