Compass Wealth Management’s Delta Air Lines DAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
4,820
-500
-9% -$24.6K 0.06% 142
2025
Q1
$232K Hold
5,320
0.06% 142
2024
Q4
$322K Hold
5,320
0.08% 131
2024
Q3
$270K Hold
5,320
0.06% 144
2024
Q2
$252K Hold
5,320
0.06% 145
2024
Q1
$255K Buy
5,320
+1,220
+30% +$58.4K 0.06% 147
2023
Q4
$165K Buy
+4,100
New +$165K 0.05% 163