TWP
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Triad Wealth Partners’s Southwest Airlines LUV Stock Holding History

Triad Wealth Partners’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 		– Sell
-6,264
Closed -$235K – 591
2026
Q1 		$235K Buy
+6,264
New +$283K 0.02% 439
2024
Q3 		– Sell
-235
Closed -$6.72K – 540
2024
Q2 		$6.72K Buy
+235
New +$6.56K ﹤0.01% 508

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Triad Wealth Partners's LUV Position: Q2 2026 in Review

Triad Wealth Partners sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 6,264 shares — an estimated $235K sold.

Triad Wealth Partners first reported a position in LUV in Q2 2024 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Triad Wealth Partners reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 6,264 Southwest Airlines shares in Q2 2026, an estimated $235K.
  • Triad Wealth Partners first reported a position in Southwest Airlines in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's Southwest Airlines position peaked at $235K in Q1 2026.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.