DWM
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Dogwood Wealth Management’s Delta Air Lines DAL Stock Holding History

Dogwood Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.15K Buy
87
+51
+142% +$3.85K ﹤0.01% 426
2026
Q1 		$2.39K Buy
36
+22
+157% +$1.48K ﹤0.01% 609
2025
Q4 		$972 Buy
14
+11
+367% +$687 ﹤0.01% 630
2025
Q3 		$170 Buy
+3
New +$171 ﹤0.01% 700
2025
Q2 		– Sell
-47
Closed -$2.05K – 704
2025
Q1 		$2.05K Buy
+47
New +$2.79K ﹤0.01% 335
2024
Q4 		– Hold
0
– -$4 – 378
2024
Q3 		– Sell
-201
Closed -$8.76K – 352
2024
Q2 		$9.54K Buy
+201
New +$10K 0.01% 179
2024
Q1 		– Hold
0
– – – 414
2023
Q4 		– Hold
0
– – – 410

Other funds holding DAL

CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SIM
SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return