RAFFA WEALTH MANAGEMENT, LLC’s Southwest Airlines LUV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6.12K	Buy	119 +10	+9%	+$420	﹤0.01%	546
2026 Q1	$4.09K	Buy	109 +8	+8%	+$361	﹤0.01%	580
2025 Q4	$4.17K	Hold	101	–	–	﹤0.01%	554
2025 Q3	$3.22K	Hold	101	–	–	﹤0.01%	584
2025 Q2	$3.28K	Buy	101 +48	+91%	+$1.45K	﹤0.01%	584
2025 Q1	$1.78K	Hold	53	–	–	﹤0.01%	665
2024 Q4	$1.78K	Hold	53	–	–	﹤0.01%	700
2024 Q3	$1.57K	Hold	53	–	–	﹤0.01%	706
2024 Q2	$1.52K	Hold	53	–	–	﹤0.01%	786
2024 Q1	$1.55K	Hold	53	–	–	﹤0.01%	771
2023 Q4	$1.53K	Hold	53	–	–	﹤0.01%	695
2023 Q3	$1.44K	Hold	53	–	–	﹤0.01%	682
2023 Q2	$1.92K	Sell	53 -334	-86%	-$10.5K	﹤0.01%	617
2023 Q1	$12.6K	Hold	387	–	–	﹤0.01%	259
2022 Q4	$13K	Hold	387	–	–	0.01%	249
2022 Q3	$11.9K	Sell	387 -48	-11%	-$1.8K	0.01%	254
2022 Q2	$15.7K	Hold	435	–	–	0.01%	232
2022 Q1	$19.9K	Hold	435	–	–	0.01%	218
2021 Q4	$18.6K	Sell	435 -85	-16%	-$3.99K	0.01%	227
2021 Q3	$26.7K	Buy	520 +14	+3%	+$707	0.01%	171
2021 Q2	$26.9K	Hold	506	–	–	0.01%	177
2021 Q1	$30.9K	Buy	506 +15	+3%	+$798	0.01%	164
2020 Q4	$22.9K	Buy	491 +24	+5%	+$1.04K	0.01%	174
2020 Q3	$17.5K	Hold	467	–	–	0.01%	183
2020 Q2	$16K	Hold	467	–	–	0.01%	189
2020 Q1	$16.6K	Buy	467 +10	+2%	+$496	0.01%	161
2019 Q4	$24.7K	Hold	457	–	–	0.01%	182
2019 Q3	$24.7K	Buy	+457	New	+$23.9K	0.01%	182
2019 Q2	–	Sell	-457	Closed	-$23.7K	–	1107
2019 Q1	$23.7K	Hold	457	–	–	0.01%	152
2018 Q4	$21.2K	Hold	457	–	–	0.01%	176
2018 Q3	$28.5K	Hold	457	–	–	0.01%	165
2018 Q2	$23.3K	Hold	457	–	–	0.01%	164
2018 Q1	$26.2K	Buy	457 +38	+9%	+$2.28K	0.01%	153
2017 Q4	$27.4K	Sell	419 -16	-4%	-$941	0.01%	157
2017 Q3	$24.4K	Hold	435	–	–	0.01%	164
2017 Q2	$27K	Hold	435	–	–	0.01%	157
2017 Q1	$23.4K	Sell	435 -16	-4%	-$860	0.01%	140
2016 Q4	$22.5K	Buy	451 +350	+347%	+$15.7K	0.01%	142
2016 Q3	$3.93K	Hold	101	–	–	﹤0.01%	236
2016 Q2	$3.96K	Hold	101	–	–	﹤0.01%	227
2016 Q1	$4.53K	Hold	101	–	–	﹤0.01%	222
2015 Q4	$4.35K	Hold	101	–	–	﹤0.01%	215
2015 Q3	$3.84K	Hold	101	–	–	﹤0.01%	234
2015 Q2	$3.34K	Buy	101 +85	+531%	+$3.32K	﹤0.01%	234
2015 Q1	$709	Sell	16 -4	-20%	-$175	﹤0.01%	517
2014 Q4	$846	Hold	20	–	–	﹤0.01%	407
2014 Q3	$675	Buy	+20	New	+$611	﹤0.01%	465
2014 Q1	–	Sell	-20	Closed	-$846	–	522
2013 Q4	$846	Buy	+20	New	+$349	﹤0.01%	407

Other funds holding LUV

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LUV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Southwest Airlines (LUV) stake by 9.2% in Q2 2026, buying an estimated $420 and bringing the position to 119 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LUV in Q4 2013 and has held it in 48 quarters since. The position peaked at $30.9K in Q1 2021. 294 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 119 shares of Southwest Airlines worth $6.12K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 10 Southwest Airlines shares in Q2 2026, an estimated $420.
Southwest Airlines made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #546 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Southwest Airlines in Q4 2013 and has held it in 48 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Southwest Airlines position peaked at $30.9K in Q1 2021.
294 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.