CFA
Cahill Financial Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
4,788
-64
| -1% | -$3.15K | 0.03% | 255 |
|
|
2025
Q1 | $212K | Buy |
4,852
+8
| +0.2% | +$349 | 0.03% | 256 |
|
|
2024
Q4 | $293K | Sell |
4,844
-319
| -6% | -$19.3K | 0.04% | 222 |
|
|
2024
Q3 | $262K | Sell |
5,163
-44
| -0.8% | -$2.24K | 0.04% | 227 |
|
|
2024
Q2 | $247K | Buy |
5,207
+196
| +4% | +$9.3K | 0.03% | 238 |
|
|
2024
Q1 | $240K | Sell |
5,011
-296
| -6% | -$14.2K | 0.03% | 240 |
|
|
2023
Q4 | $214K | Buy |
+5,307
| New | +$214K | 0.03% | 231 |
|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$204K | – | 208 |
|
|
2022
Q1 | $204K | Sell |
5,147
-253
| -5% | -$10K | 0.04% | 215 |
|
|
2021
Q4 | $211K | Buy |
5,400
+5
| +0.1% | +$195 | 0.04% | 211 |
|
|
2021
Q3 | $230K | Buy |
+5,395
| New | +$230K | 0.05% | 201 |
|
|
2021
Q2 | – | Sell |
-4,473
| Closed | -$216K | – | 206 |
|
|
2021
Q1 | $216K | Buy |
+4,473
| New | +$216K | 0.05% | 195 |
|
|
2020
Q4 | – | Sell |
-15,638
| Closed | -$478K | – | 194 |
|
|
2020
Q3 | $478K | Sell |
15,638
-321
| -2% | -$9.81K | 0.17% | 108 |
|
|
2020
Q2 | $448K | Sell |
15,959
-3,786
| -19% | -$106K | 0.17% | 108 |
|
|
2020
Q1 | $564K | Buy |
19,745
+1,570
| +9% | +$44.8K | 0.26% | 90 |
|
|
2019
Q4 | $1.06M | Buy |
18,175
+546
| +3% | +$31.9K | 0.39% | 70 |
|
|
2019
Q3 | $1.02M | Sell |
17,629
-387
| -2% | -$22.3K | 0.4% | 68 |
|
|
2019
Q2 | $1.02M | Buy |
18,016
+1,230
| +7% | +$69.8K | 0.41% | 68 |
|
|
2019
Q1 | $868K | Buy |
16,786
+12
| +0.1% | +$621 | 0.36% | 74 |
|
|
2018
Q4 | $838K | Buy |
16,774
+310
| +2% | +$15.5K | 0.42% | 64 |
|
|
2018
Q3 | $953K | Buy |
16,464
+261
| +2% | +$15.1K | 0.42% | 63 |
|
|
2018
Q2 | $803K | Sell |
16,203
-1,549
| -9% | -$76.8K | 0.37% | 69 |
|
|
2018
Q1 | $973K | Sell |
17,752
-63
| -0.4% | -$3.45K | 0.46% | 57 |
|
|
2017
Q4 | $998K | Sell |
17,815
-442
| -2% | -$24.8K | 0.5% | 52 |
|
|
2017
Q3 | $881K | Buy |
18,257
+766
| +4% | +$37K | 0.47% | 54 |
|
|
2017
Q2 | $940K | Buy |
17,491
+490
| +3% | +$26.3K | 0.52% | 49 |
|
|
2017
Q1 | $782K | Sell |
17,001
-94
| -0.5% | -$4.32K | 0.45% | 55 |
|
|
2016
Q4 | $841K | Buy |
17,095
+5
| +0% | +$246 | 0.51% | 48 |
|
|
2016
Q3 | $673K | Buy |
17,090
+708
| +4% | +$27.9K | 0.44% | 56 |
|
|
2016
Q2 | $597K | Sell |
16,382
-429
| -3% | -$15.6K | 0.42% | 57 |
|
|
2016
Q1 | $819K | Sell |
16,811
-340
| -2% | -$16.6K | 0.61% | 42 |
|
|
2015
Q4 | $870K | Sell |
17,151
-637
| -4% | -$32.3K | 0.71% | 41 |
|
|
2015
Q3 | $799K | Sell |
17,788
-423
| -2% | -$19K | 0.65% | 46 |
|
|
2015
Q2 | $749K | Sell |
18,211
-1,597
| -8% | -$65.7K | 0.56% | 46 |
|
|
2015
Q1 | $891K | Sell |
19,808
-397
| -2% | -$17.9K | 0.68% | 43 |
|
|
2014
Q4 | $994K | Buy |
20,205
+1,948
| +11% | +$95.8K | 0.77% | 37 |
|
|
2014
Q3 | $660K | Buy |
18,257
+50
| +0.3% | +$1.81K | 0.53% | 48 |
|
|
2014
Q2 | $705K | Sell |
18,207
-525
| -3% | -$20.3K | 0.55% | 43 |
|
|
2014
Q1 | $650K | Buy |
18,732
+650
| +4% | +$22.6K | 0.56% | 43 |
|
|
2013
Q4 | $497K | Buy |
+18,082
| New | +$497K | 0.43% | 59 |
|