B. Riley Wealth Advisors’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
$614K Buy
+12,476
New +$614K 0.03% 449
2024
Q4
$1.01M Sell
16,762
-5,197
-24% -$314K 0.03% 447
2024
Q3
$1.09M Buy
21,959
+1,720
+8% +$85.3K 0.03% 478
2024
Q2
$960K Sell
20,239
-23,905
-54% -$1.13M 0.02% 551
2024
Q1
$1.63M Buy
44,144
+2,301
+5% +$85.1K 0.04% 407
2023
Q4
$1.68M Sell
41,843
-2,301
-5% -$92.6K 0.05% 400
2023
Q3
$1.63M Sell
44,144
-4,111
-9% -$152K 0.04% 407
2023
Q2
$2.29M Sell
48,255
-1,742
-3% -$82.8K 0.05% 333
2023
Q1
$1.75M Sell
49,997
-7,390
-13% -$258K 0.05% 382
2022
Q4
$1.89M Buy
57,387
+1,045
+2% +$34.3K 0.05% 354
2022
Q3
$1.58M Buy
56,342
+7,816
+16% +$219K 0.05% 365
2022
Q2
$1.41M Sell
48,526
-12,408
-20% -$360K 0.06% 322
2022
Q1
$2.41M Buy
60,934
+4,918
+9% +$195K 0.08% 262
2021
Q4
$2.19M Sell
56,016
-9,555
-15% -$374K 0.06% 329
2021
Q3
$2.8M Buy
65,571
+159
+0.2% +$6.79K 0.09% 259
2021
Q2
$2.84M Buy
65,412
+10,026
+18% +$436K 0.09% 258
2021
Q1
$2.66M Buy
55,386
+7,980
+17% +$383K 0.09% 245
2020
Q4
$1.91M Sell
47,406
-3,960
-8% -$159K 0.1% 212
2020
Q3
$1.56M Buy
51,366
+19,438
+61% +$590K 0.08% 245
2020
Q2
$896K Buy
31,928
+7,692
+32% +$216K 0.06% 298
2020
Q1
$692K Buy
24,236
+14,929
+160% +$426K 0.06% 307
2019
Q4
$545K Buy
9,307
+1,531
+20% +$89.7K 0.05% 408
2019
Q3
$448K Sell
7,776
-320
-4% -$18.4K 0.04% 440
2019
Q2
$460K Buy
8,096
+2,591
+47% +$147K 0.05% 408
2019
Q1
$285K Sell
5,505
-195
-3% -$10.1K 0.04% 522
2018
Q4
$285K Sell
5,700
-707
-11% -$35.4K 0.04% 459
2018
Q3
$371K Sell
6,407
-310
-5% -$18K 0.04% 424
2018
Q2
$334K Sell
6,717
-1,368
-17% -$68K 0.04% 424
2018
Q1
$444K Sell
8,085
-655
-7% -$36K 0.06% 343
2017
Q4
$491K Buy
8,740
+1,344
+18% +$75.5K 0.07% 314
2017
Q3
$358K Buy
7,396
+20
+0.3% +$968 0.06% 336
2017
Q2
$398K Sell
7,376
-246
-3% -$13.3K 0.07% 301
2017
Q1
$351K Sell
7,622
-1,100
-13% -$50.7K 0.07% 299
2016
Q4
$430K Sell
8,722
-1,275
-13% -$62.9K 0.09% 262
2016
Q3
$394K Buy
9,997
+834
+9% +$32.9K 0.08% 322
2016
Q2
$335K Sell
9,163
-679
-7% -$24.8K 0.07% 363
2016
Q1
$479K Buy
9,842
+228
+2% +$11.1K 0.11% 230
2015
Q4
$488K Buy
9,614
+281
+3% +$14.3K 0.1% 255
2015
Q3
$419K Buy
9,333
+2,237
+32% +$100K 0.1% 266
2015
Q2
$293K Sell
7,096
-7,032
-50% -$290K 0.07% 340
2015
Q1
$635K Sell
14,128
-574
-4% -$25.8K 0.15% 171
2014
Q4
$6.48K Buy
14,702
+3,167
+27% +$1.4K 0.14% 175
2014
Q3
$417K Sell
11,535
-14,316
-55% -$518K 0.11% 250
2014
Q2
$521K Buy
25,851
+15,168
+142% +$306K 0.12% 192
2014
Q1
$370K Buy
+10,683
New +$370K 0.11% 212
2013
Q4
Sell
-3,679
Closed -$87K 683
2013
Q3
$87K Buy
+3,679
New +$87K 0.03% 576