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Southwest Airlines shares owned by Carter Financial Group

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Southwest Airlines

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All positions including Southwest Airlines held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 5.7k 41.51