Avantax Advisory Services’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
36,245
+5,284
+17% +$260K 0.01% 859
2025
Q1
$1.35M Buy
30,961
+2,517
+9% +$110K 0.01% 940
2024
Q4
$1.72M Sell
28,444
-1,212
-4% -$73.3K 0.01% 783
2024
Q3
$1.51M Buy
29,656
+665
+2% +$33.8K 0.01% 817
2024
Q2
$1.38M Buy
28,991
+5,826
+25% +$276K 0.01% 813
2024
Q1
$1.11M Sell
23,165
-3,392
-13% -$162K 0.01% 707
2023
Q4
$1.07M Sell
26,557
-2,763
-9% -$111K 0.01% 685
2023
Q3
$1.08M Sell
29,320
-4,070
-12% -$151K 0.01% 657
2023
Q2
$1.59M Buy
33,390
+698
+2% +$33.2K 0.02% 530
2023
Q1
$1.14M Sell
32,692
-4,086
-11% -$143K 0.01% 616
2022
Q4
$1.21M Sell
36,778
-2,901
-7% -$95.3K 0.02% 570
2022
Q3
$1.11M Sell
39,679
-12,419
-24% -$348K 0.02% 529
2022
Q2
$1.51M Buy
52,098
+4,504
+9% +$130K 0.02% 445
2022
Q1
$1.89M Buy
47,594
+6,358
+15% +$252K 0.03% 388
2021
Q4
$1.61M Buy
41,236
+1,195
+3% +$46.7K 0.02% 406
2021
Q3
$1.71M Buy
40,041
+3,003
+8% +$128K 0.03% 372
2021
Q2
$1.6M Buy
37,038
+3,131
+9% +$136K 0.03% 379
2021
Q1
$1.64M Buy
33,907
+1,142
+3% +$55.3K 0.04% 326
2020
Q4
$1.31M Sell
32,765
-45,807
-58% -$1.83M 0.03% 345
2020
Q3
$2.4M Buy
78,572
+44,666
+132% +$1.36M 0.04% 330
2020
Q2
$953K Buy
33,906
+9,759
+40% +$274K 0.03% 352
2020
Q1
$692K Buy
24,147
+9,372
+63% +$269K 0.02% 364
2019
Q4
$867K Buy
14,775
+596
+4% +$35K 0.02% 363
2019
Q3
$817K Sell
14,179
-358
-2% -$20.6K 0.03% 246
2019
Q2
$825K Hold
14,537
0.04% 220
2019
Q1
$751K Sell
14,537
-691
-5% -$35.7K 0.04% 220
2018
Q4
$761K Buy
+15,228
New +$761K 0.13% 163