Everhart Financial Group’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
9,450
+132
+1% +$6.49K 0.05% 230
2025
Q1
$406K Sell
9,318
-509
-5% -$22.2K 0.06% 238
2024
Q4
$595K Buy
9,827
+403
+4% +$24.4K 0.12% 165
2024
Q3
$479K Sell
9,424
-179
-2% -$9.09K 0.11% 199
2024
Q2
$456K Buy
9,603
+663
+7% +$31.5K 0.12% 171
2024
Q1
$428K Buy
8,940
+1,547
+21% +$74.1K 0.12% 169
2023
Q4
$297K Buy
7,393
+242
+3% +$9.74K 0.11% 181
2023
Q3
$265K Sell
7,151
-298
-4% -$11K 0.11% 169
2023
Q2
$354K Buy
7,449
+1,238
+20% +$58.9K 0.15% 138
2023
Q1
$217K Buy
+6,211
New +$217K 0.1% 187