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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

LUV holding history

Southwest Airlines Co in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LUV overviewAll 13F holders of LUVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of LUV by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−150−100.0%Sold outHolders
Q1 2026150$5.64K<0.1%00.0%UnchangedHolders
Q4 2025150$6.20K<0.1%00.0%UnchangedHolders
Q3 2025150$4.79K<0.1%00.0%UnchangedHolders
Q2 2025150$4.87K<0.1%00.0%UnchangedHolders
Q1 2025150$5.04K<0.1%+150NewHolders
Q4 20240$00.0%−200−100.0%Sold outHolders
Q3 2024200$5.93K<0.1%+200NewHolders
Q2 20240$00.0%−667−100.0%Sold outHolders
Q1 2024667$19.5K<0.1%−828−55.4%ReducedHolders
Q4 20231,495$43.2K<0.1%00.0%UnchangedHolders
Q3 20231,495$40.5K<0.1%00.0%UnchangedHolders
Q2 20231,495$54.1K<0.1%+190+14.6%AddedHolders
Q1 20231,305$42.5K<0.1%00.0%UnchangedHolders
Q4 20221,305$43.9K<0.1%00.0%UnchangedHolders
Q3 20221,305$40.2K<0.1%00.0%UnchangedHolders
Q2 20221,305$47.1K<0.1%00.0%UnchangedHolders
Q1 20221,305$59.8K<0.1%00.0%UnchangedHolders
Q4 20211,305$55.9K<0.1%00.0%UnchangedHolders
Q3 20211,305$67.1K<0.1%00.0%UnchangedHolders
Q2 20211,305$69.3K<0.1%00.0%UnchangedHolders
Q1 20211,305$79.7K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.