Center for Financial Planning’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $796K | Sell |
11,972
-320
| -3% | -$21.5K | 0.08% | 79 |
|
|
2025
Q4 | $853K | Hold |
12,292
| – | – | 0.09% | 73 |
|
|
2025
Q3 | $698K | Hold |
12,292
| – | – | 0.07% | 81 |
|
|
2025
Q2 | $605K | Buy |
12,292
+1,300
| +12% | +$59.7K | 0.07% | 90 |
|
|
2025
Q1 | $479K | Buy |
10,992
+3,975
| +57% | +$236K | 0.06% | 101 |
|
|
2024
Q4 | $425K | Buy |
7,017
+6,880
| +5,022% | +$406K | 0.06% | 100 |
|
|
2024
Q3 | $6.96K | Hold |
137
| – | – | ﹤0.01% | 436 |
|
|
2024
Q2 | $6.5K | Hold |
137
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $6.56K | Buy |
137
+62
| +83% | +$2.56K | ﹤0.01% | 451 |
|
|
2023
Q4 | $3.02K | Buy |
75
+18
| +32% | +$653 | ﹤0.01% | 447 |
|
|
2023
Q3 | $2.11K | Hold |
57
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $2.71K | Hold |
57
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $1.99K | Sell |
57
-23
| -29% | -$853 | ﹤0.01% | 452 |
|
|
2022
Q4 | $2.63K | Hold |
80
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $2K | Buy |
80
+23
| +40% | +$730 | ﹤0.01% | 522 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $2K | Sell |
57
-500
| -90% | -$20K | ﹤0.01% | 476 |
|
|
2021
Q3 | $24K | Hold |
557
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $24K | Sell |
557
-197
| -26% | -$9.12K | 0.01% | 291 |
|
|
2021
Q1 | $36K | Buy |
754
+197
| +35% | +$8.71K | 0.01% | 246 |
|
|
2020
Q4 | $22K | Hold |
557
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $17K | Sell |
557
-274
| -33% | -$7.9K | 0.01% | 275 |
|
|
2020
Q2 | $23K | Buy |
831
+57
| +7% | +$1.45K | 0.01% | 244 |
|
|
2020
Q1 | $22K | Buy |
774
+170
| +28% | +$8.43K | 0.01% | 242 |
|
|
2019
Q4 | $35K | Buy |
+604
| New | +$33.9K | 0.01% | 215 |
|
Other funds holding DAL
VCM
VPM
