Berger Financial Group’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
$300K Sell
6,102
-205
-3% -$10.1K 0.02% 337
2025
Q1
$275K Sell
6,307
-1,958
-24% -$85.4K 0.02% 346
2024
Q4
$500K Sell
8,265
-359
-4% -$21.7K 0.03% 255
2024
Q3
$438K Sell
8,624
-196
-2% -$9.96K 0.03% 247
2024
Q2
$418K Sell
8,820
-276
-3% -$13.1K 0.03% 235
2024
Q1
$435K Sell
9,096
-529
-5% -$25.3K 0.04% 224
2023
Q4
$387K Sell
9,625
-476
-5% -$19.1K 0.04% 190
2023
Q3
$374K Buy
10,101
+693
+7% +$25.6K 0.04% 182
2023
Q2
$447K Sell
9,408
-387
-4% -$18.4K 0.05% 169
2023
Q1
$342K Buy
9,795
+1,205
+14% +$42.1K 0.04% 197
2022
Q4
$282K Buy
8,590
+938
+12% +$30.8K 0.04% 204
2022
Q3
$215K Buy
7,652
+403
+6% +$11.3K 0.03% 224
2022
Q2
$210K Buy
7,249
+1,115
+18% +$32.3K 0.03% 229
2022
Q1
$243K Sell
6,134
-7
-0.1% -$277 0.03% 235
2021
Q4
$240K Sell
6,141
-1,030
-14% -$40.3K 0.03% 233
2021
Q3
$306K Sell
7,171
-302
-4% -$12.9K 0.06% 160
2021
Q2
$323K Hold
7,473
0.06% 153
2021
Q1
$361K Buy
7,473
+155
+2% +$7.49K 0.08% 135
2020
Q4
$294K Buy
+7,318
New +$294K 0.05% 163