BRWA
DAL icon

B. Riley Wealth Advisors’s Delta Air Lines DAL Stock Holding History

B. Riley Wealth Advisors’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
14,103
+1,880
+15% +$142K 0.07% 250
2026
Q1 		$772K Sell
12,223
-301
-2% -$20.3K 0.05% 340
2025
Q4 		$869K Buy
12,524
+83
+0.7% +$5.19K 0.04% 377
2025
Q3 		$706K Sell
12,441
-35
-0.3% -$2K 0.03% 426
2025
Q2 		$614K Buy
+12,476
New +$573K 0.03% 460
2024
Q4 		$1.01M Sell
16,762
-5,197
-24% -$307K 0.03% 447
2024
Q3 		$1.09M Buy
21,959
+1,720
+8% +$74.9K 0.03% 478
2024
Q2 		$960K Sell
20,239
-23,905
-54% -$1.19M 0.02% 551
2024
Q1 		$1.63M Buy
44,144
+2,301
+5% +$95.1K 0.04% 407
2023
Q4 		$1.68M Sell
41,843
-2,301
-5% -$83.4K 0.05% 400
2023
Q3 		$1.63M Sell
44,144
-4,111
-9% -$178K 0.04% 407
2023
Q2 		$2.29M Sell
48,255
-1,742
-3% -$64.3K 0.05% 333
2023
Q1 		$1.75M Sell
49,997
-7,390
-13% -$274K 0.05% 382
2022
Q4 		$1.89M Buy
57,387
+1,045
+2% +$34.6K 0.05% 354
2022
Q3 		$1.58M Buy
56,342
+7,816
+16% +$248K 0.05% 365
2022
Q2 		$1.41M Sell
48,526
-12,408
-20% -$473K 0.06% 322
2022
Q1 		$2.41M Buy
60,934
+4,918
+9% +$192K 0.08% 262
2021
Q4 		$2.19M Sell
56,016
-9,555
-15% -$382K 0.06% 329
2021
Q3 		$2.8M Buy
65,571
+159
+0.2% +$6.49K 0.09% 259
2021
Q2 		$2.84M Buy
65,412
+10,026
+18% +$464K 0.09% 258
2021
Q1 		$2.66M Buy
55,386
+7,980
+17% +$353K 0.09% 245
2020
Q4 		$1.91M Sell
47,406
-3,960
-8% -$144K 0.1% 212
2020
Q3 		$1.56M Buy
51,366
+19,438
+61% +$561K 0.08% 245
2020
Q2 		$896K Buy
31,928
+7,692
+32% +$196K 0.06% 298
2020
Q1 		$692K Buy
24,236
+14,929
+160% +$740K 0.06% 307
2019
Q4 		$545K Buy
9,307
+1,531
+20% +$85.9K 0.05% 408
2019
Q3 		$448K Sell
7,776
-320
-4% -$19K 0.04% 440
2019
Q2 		$460K Buy
8,096
+2,591
+47% +$145K 0.05% 408
2019
Q1 		$285K Sell
5,505
-195
-3% -$9.67K 0.04% 522
2018
Q4 		$285K Sell
5,700
-707
-11% -$38.5K 0.04% 459
2018
Q3 		$371K Sell
6,407
-310
-5% -$17.1K 0.04% 424
2018
Q2 		$334K Sell
6,717
-1,368
-17% -$73K 0.04% 424
2018
Q1 		$444K Sell
8,085
-655
-7% -$36.1K 0.06% 343
2017
Q4 		$491K Buy
8,740
+1,344
+18% +$70.2K 0.07% 314
2017
Q3 		$358K Buy
7,396
+20
+0.3% +$997 0.06% 336
2017
Q2 		$398K Sell
7,376
-246
-3% -$12.1K 0.07% 301
2017
Q1 		$351K Sell
7,622
-1,100
-13% -$53.7K 0.07% 299
2016
Q4 		$430K Sell
8,722
-1,275
-13% -$58.1K 0.09% 262
2016
Q3 		$394K Buy
9,997
+834
+9% +$31.6K 0.08% 322
2016
Q2 		$335K Sell
9,163
-679
-7% -$28.9K 0.07% 363
2016
Q1 		$479K Buy
9,842
+228
+2% +$10.7K 0.11% 230
2015
Q4 		$488K Buy
9,614
+281
+3% +$13.9K 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% -$307K 0.07% 340
2015
Q1 		$635K Sell
14,128
-574
-4% -$26.6K 0.15% 171
2014
Q4 		$6.48K Buy
14,702
+3,167
+27% +$133K 0.14% 175
2014
Q3 		$417K Sell
11,535
-14,316
-55% -$547K 0.11% 250
2014
Q2 		$521K Buy
25,851
+15,168
+142% +$572K 0.12% 192
2014
Q1 		$370K Buy
+10,683
New +$344K 0.11% 212
2013
Q4 		– Sell
-3,679
Closed -$87K – 683
2013
Q3 		$87K Buy
+3,679
New +$76.7K 0.03% 576

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return