Valued Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Valued Wealth Advisors’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	$2.21K	Buy	59 +21	+55%	+$948	﹤0.01%	551
2025 Q4	$1.56K	Sell	38 -5	-12%	-$175	﹤0.01%	419
2025 Q3	$1.36K	Buy	43 +1	+2%	+$33	﹤0.01%	421
2025 Q2	$1.38K	Sell	42 -49	-54%	-$1.48K	﹤0.01%	414
2025 Q1	$3.08K	Buy	91 +30	+49%	+$950	﹤0.01%	367
2024 Q4	$2.06K	Buy	61 +26	+74%	+$829	﹤0.01%	405
2024 Q3	$1.04K	Buy	35 +1	+3%	+$28	﹤0.01%	447
2024 Q2	$976	Buy	34 +8	+31%	+$223	﹤0.01%	441
2024 Q1	$759	Buy	26 +8	+44%	+$248	﹤0.01%	464
2023 Q4	$488	Buy	+18	New	+$468	﹤0.01%	437

Other funds holding LUV

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return