Concurrent Investment Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
43,241
+30,487
| +239% | +$1.5M | 0.04% | 415 |
|
|
2025
Q1 | $556K | Buy |
12,754
+255
| +2% | +$11.1K | 0.01% | 715 |
|
|
2024
Q4 | $756K | Sell |
12,499
-1,287
| -9% | -$77.9K | 0.02% | 555 |
|
|
2024
Q3 | $700K | Sell |
13,786
-3,027
| -18% | -$154K | 0.02% | 539 |
|
|
2024
Q2 | $798K | Buy |
16,813
+1,152
| +7% | +$54.7K | 0.03% | 481 |
|
|
2024
Q1 | $750K | Buy |
15,661
+1,412
| +10% | +$67.6K | 0.03% | 440 |
|
|
2023
Q4 | $573K | Buy |
+14,249
| New | +$573K | 0.03% | 468 |
|