Westside Investment Management’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.4K Sell
455
-11
-2% -$462 ﹤0.01% 870
2026
Q1
$17.5K Hold
466
﹤0.01% 945
2025
Q4
$19.3K Buy
466
+64
+16% +$2.24K ﹤0.01% 888
2025
Q3
$12.8K Hold
402
﹤0.01% 1030
2025
Q2
$13K Hold
402
﹤0.01% 846
2025
Q1
$13.5K Hold
402
﹤0.01% 640
2024
Q4
$13.5K Sell
402
-825
-67% -$26.3K ﹤0.01% 632
2024
Q3
$36.4K Hold
1,227
0.01% 448
2024
Q2
$35.1K Sell
1,227
-200
-14% -$5.58K 0.01% 444
2024
Q1
$41.7K Sell
1,427
-150
-10% -$4.64K 0.01% 400
2023
Q4
$45.5K Sell
1,577
-125
-7% -$3.25K 0.01% 375
2023
Q3
$46.1K Sell
1,702
-800
-32% -$26.1K 0.01% 356
2023
Q2
$91.3K Hold
2,502
0.03% 284
2023
Q1
$81.4K Buy
2,502
+975
+64% +$33.2K 0.02% 295
2022
Q4
$26.1K Sell
1,527
-625
-29% -$22.5K 0.06% 158
2022
Q3
$24.7K Sell
2,152
-300
-12% -$11.2K 0.06% 167
2022
Q2
$36.8K Hold
2,452
0.08% 142
2022
Q1
$36.8K Hold
2,452
0.08% 142
2021
Q4
$43.5K Hold
2,452
0.1% 133
2021
Q3
$43.6K Buy
2,452
+1,400
+133% +$70.7K 0.1% 131
2021
Q2
$42.5K Hold
1,052
0.1% 128
2021
Q1
$48.9K Hold
1,052
0.13% 111
2020
Q4
$37.3K Hold
1,052
0.1% 109
2020
Q3
$30K Buy
1,052
+800
+317% +$28.4K 0.01% 110
2020
Q2
$8 Sell
252
-948
-79% -$30.1K ﹤0.01% 498
2020
Q1
$42 Buy
+1,200
New +$59.5K ﹤0.01% 339
2019
Q2
$60K Buy
+1,198
New +$62.1K 0.02% 275
2018
Q4
$52.4K Sell
1,127
-314
-22% -$16.7K 0.02% 283
2018
Q3
$88.9K Hold
1,441
0.03% 214
2018
Q2
$74.3K Buy
1,441
+61
+4% +$3.21K 0.03% 256
2018
Q1
$75K Buy
1,380
+100
+8% +$6K 0.04% 246
2017
Q4
$81.9K Sell
1,280
-29
-2% -$1.71K 0.04% 236
2017
Q3
$75.5K Buy
1,309
+25
+2% +$1.4K 0.05% 234
2017
Q2
$81.1K Hold
1,284
0.05% 220
2017
Q1
$68.5K Sell
1,284
-96
-7% -$5.16K 0.03% 234
2016
Q4
$71.3K Buy
+1,380
New +$61.9K 0.05% 162

Other funds holding LUV

Westside Investment Management's LUV Position: Q2 2026 in Review

Westside Investment Management reduced its Southwest Airlines (LUV) stake by 2.4% in Q2 2026, selling an estimated $462 and leaving 455 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Westside Investment Management first reported a position in LUV in Q4 2016 and has held it in 36 quarters since. The position peaked at $91.3K in Q2 2023. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Westside Investment Management held 455 shares of Southwest Airlines worth $23.4K as of Q2 2026.
  • Westside Investment Management sold 11 Southwest Airlines shares in Q2 2026, an estimated $462.
  • Southwest Airlines made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #870 holding.
  • Westside Investment Management first reported a position in Southwest Airlines in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's Southwest Airlines position peaked at $91.3K in Q2 2023.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.