TAFW
LUV icon

Tred Avon Family Wealth’s Southwest Airlines LUV Stock Holding History

Tred Avon Family Wealth’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
-5,145
Closed -$213K – 266
2025
Q4 		$213K Buy
+5,145
New +$180K 0.07% 248

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Tred Avon Family Wealth's LUV Position: Q1 2026 in Review

Tred Avon Family Wealth sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 5,145 shares — an estimated $213K sold.

Tred Avon Family Wealth first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Tred Avon Family Wealth reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Tred Avon Family Wealth sold 5,145 Southwest Airlines shares in Q1 2026, an estimated $213K.
  • Tred Avon Family Wealth first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • Tred Avon Family Wealth's Southwest Airlines position peaked at $213K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.