Caldwell Trust’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.9K | Buy |
384
+300
|
|
||||
2025
Q1 | $3.66K | Buy |
+84
|
|
||||
2024
Q1 | – | Sell |
-250
|
|
||||
2023
Q4 | $10.1K | Hold |
250
|
|
||||
2023
Q3 | $9.25K | Sell |
250
-142
|
|
||||
2023
Q2 | $18.6K | Buy |
+392
|
|
||||
2021
Q1 | – | Sell |
-90
|
|
||||
2020
Q4 | $3.62K | Hold |
90
|
|
||||
2020
Q3 | $2.75K | Sell |
90
-210
|
|
||||
2020
Q2 | $8.41K | Sell |
300
-1,000
|
|
||||
2020
Q1 | $37.1K | Buy |
1,300
+96
|
|
||||
2019
Q4 | $70.4K | Buy |
+1,204
|
|