Evoke Wealth’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
15,261
+1,507
| +11% | +$101K | 0.02% | 276 |
|
|
2025
Q4 | $955K | Buy |
13,754
+900
| +7% | +$56.2K | 0.02% | 274 |
|
|
2025
Q3 | $729K | Buy |
12,854
+291
| +2% | +$16.6K | 0.02% | 292 |
|
|
2025
Q2 | $618K | Buy |
12,563
+5,651
| +82% | +$259K | 0.01% | 301 |
|
|
2025
Q1 | $301K | Buy |
6,912
+450
| +7% | +$26.7K | 0.01% | 353 |
|
|
2024
Q4 | $391K | Buy |
6,462
+410
| +7% | +$24.2K | 0.01% | 302 |
|
|
2024
Q3 | $307K | Buy |
+6,052
| New | +$264K | 0.01% | 330 |
|
|
2024
Q2 | – | Sell |
-9,325
| Closed | -$446K | – | 168 |
|
|
2024
Q1 | $446K | Buy |
+9,325
| New | +$386K | 0.01% | 264 |
|
|
2023
Q4 | – | Sell |
-9,961
| Closed | -$369K | – | 152 |
|
|
2023
Q3 | $369K | Sell |
9,961
-512
| -5% | -$22.2K | 0.01% | 269 |
|
|
2023
Q2 | $498K | Buy |
+10,473
| New | +$386K | 0.02% | 220 |
|
|
2022
Q4 | – | Sell |
-4,794
| Closed | -$135K | – | 551 |
|
|
2022
Q3 | $135K | Sell |
4,794
-113
| -2% | -$3.59K | 0.01% | 373 |
|
|
2022
Q2 | $142K | Buy |
4,907
+33
| +0.7% | +$1.26K | 0.01% | 367 |
|
|
2022
Q1 | $193K | Buy |
4,874
+902
| +23% | +$35.1K | 0.01% | 361 |
|
|
2021
Q4 | $155K | Buy |
3,972
+520
| +15% | +$20.8K | ﹤0.01% | 394 |
|
|
2021
Q3 | $147K | Buy |
3,452
+950
| +38% | +$38.8K | 0.01% | 375 |
|
|
2021
Q2 | $108K | Buy |
2,502
+300
| +14% | +$13.9K | ﹤0.01% | 427 |
|
|
2021
Q1 | $106K | Hold |
2,202
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $89K | Hold |
2,202
| – | – | 0.01% | 311 |
|
|
2020
Q3 | $67K | Buy |
2,202
+867
| +65% | +$25K | 0.01% | 327 |
|
|
2020
Q2 | $37K | Buy |
1,335
+1,139
| +581% | +$29K | ﹤0.01% | 385 |
|
|
2020
Q1 | $5.6K | Sell |
196
-253
| -56% | -$12.5K | ﹤0.01% | 587 |
|
|
2019
Q4 | $26.3K | Buy |
449
+31
| +7% | +$1.74K | ﹤0.01% | 531 |
|
|
2019
Q3 | $24.1K | Buy |
+418
| New | +$24.8K | ﹤0.01% | 607 |
|
Other funds holding DAL
VCM
VPM
