Dynamic Advisor Solutions’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,618
| Closed | -$219K | – | 853 |
|
|
2024
Q4 | $219K | Sell |
3,618
-8,894
| -71% | -$538K | 0.01% | 601 |
|
|
2024
Q3 | $635K | Buy |
+12,512
| New | +$635K | 0.02% | 563 |
|
|
2024
Q2 | – | Sell |
-4,782
| Closed | -$229K | – | 955 |
|
|
2024
Q1 | $229K | Buy |
+4,782
| New | +$229K | 0.01% | 824 |
|
|
2023
Q1 | – | Sell |
-6,705
| Closed | -$220K | – | 760 |
|
|
2022
Q4 | $220K | Buy |
+6,705
| New | +$220K | 0.02% | 642 |
|
|
2022
Q2 | – | Sell |
-5,188
| Closed | -$205K | – | 709 |
|
|
2022
Q1 | $205K | Sell |
5,188
-557
| -10% | -$22K | 0.01% | 675 |
|
|
2021
Q4 | $225K | Sell |
5,745
-109
| -2% | -$4.27K | 0.02% | 649 |
|
|
2021
Q3 | $249K | Sell |
5,854
-808
| -12% | -$34.4K | 0.02% | 631 |
|
|
2021
Q2 | $288K | Buy |
6,662
+134
| +2% | +$5.79K | 0.02% | 552 |
|
|
2021
Q1 | $315K | Buy |
6,528
+526
| +9% | +$25.4K | 0.03% | 486 |
|
|
2020
Q4 | $241K | Buy |
+6,002
| New | +$241K | 0.02% | 545 |
|