Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-9,576
| Closed | -$471K | – | 187 |
|
|
2025
Q2 | $471K | Sell |
9,576
-842
| -8% | -$38.7K | 0.04% | 375 |
|
|
2025
Q1 | $454K | Sell |
10,418
-1,401
| -12% | -$83.1K | 0.03% | 447 |
|
|
2024
Q4 | $715K | Buy |
11,819
+25
| +0.2% | +$1.48K | 0.04% | 370 |
|
|
2024
Q3 | $599K | Buy |
11,794
+25
| +0.2% | +$1.09K | 0.03% | 410 |
|
|
2024
Q2 | $558K | Sell |
11,769
-417
| -3% | -$20.8K | 0.03% | 409 |
|
|
2024
Q1 | $583K | Buy |
12,186
+2,651
| +28% | +$110K | 0.03% | 427 |
|
|
2023
Q4 | $384K | Buy |
9,535
+160
| +2% | +$5.8K | 0.03% | 486 |
|
|
2023
Q3 | $347K | Sell |
9,375
-1,951
| -17% | -$84.7K | 0.03% | 491 |
|
|
2023
Q2 | $538K | Sell |
11,326
-101
| -0.9% | -$3.73K | 0.04% | 382 |
|
|
2023
Q1 | $399K | Sell |
11,427
-425
| -4% | -$15.8K | 0.03% | 479 |
|
|
2022
Q4 | $389K | Sell |
11,852
-748
| -6% | -$24.8K | 0.03% | 502 |
|
|
2022
Q3 | $410K | Buy |
12,600
+2,055
| +19% | +$65.3K | 0.03% | 463 |
|
|
2022
Q2 | $306K | Sell |
10,545
-2,441
| -19% | -$93.1K | 0.02% | 499 |
|
|
2022
Q1 | $514K | Sell |
12,986
-3,569
| -22% | -$139K | 0.03% | 431 |
|
|
2021
Q4 | $743K | Sell |
16,555
-1,315
| -7% | -$52.6K | 0.05% | 395 |
|
|
2021
Q3 | $761K | Sell |
17,870
-14,342
| -45% | -$586K | 0.05% | 381 |
|
|
2021
Q2 | $1.39M | Sell |
32,212
-1,556
| -5% | -$72K | 0.09% | 262 |
|
|
2021
Q1 | $1.63M | Buy |
33,768
+368
| +1% | +$16.3K | 0.12% | 213 |
|
|
2020
Q4 | $1.34M | Sell |
33,400
-1,492
| -4% | -$54.3K | 0.09% | 244 |
|
|
2020
Q3 | $1.07M | Sell |
34,892
-3,207
| -8% | -$92.5K | 0.09% | 234 |
|
|
2020
Q2 | $1.07M | Buy |
38,099
+19,170
| +101% | +$488K | 0.1% | 235 |
|
|
2020
Q1 | $540K | Buy |
18,929
+12,707
| +204% | +$630K | 0.08% | 264 |
|
|
2019
Q4 | $364K | Buy |
6,222
+47
| +0.8% | +$2.64K | 0.04% | 369 |
|
|
2019
Q3 | $356K | Sell |
6,175
-833
| -12% | -$49.3K | 0.04% | 350 |
|
|
2019
Q2 | $397K | Sell |
7,008
-300
| -4% | -$16.8K | 0.05% | 330 |
|
|
2019
Q1 | $377K | Buy |
7,308
+1,465
| +25% | +$72.7K | 0.05% | 322 |
|
|
2018
Q4 | $292K | Buy |
5,843
+145
| +3% | +$7.9K | 0.04% | 341 |
|
|
2018
Q3 | $330K | Buy |
5,698
+324
| +6% | +$17.8K | 0.04% | 366 |
|
|
2018
Q2 | $268K | Buy |
5,374
+26
| +0.5% | +$1.39K | 0.03% | 399 |
|
|
2018
Q1 | $293K | Buy |
5,348
+1,553
| +41% | +$85.7K | 0.04% | 373 |
|
|
2017
Q4 | $212K | Buy |
+3,795
| New | +$198K | 0.03% | 445 |
|
Other funds holding DAL
Financial Advocates Investment Management's DAL Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Delta Air Lines (DAL) in Q3 2025, closing a stake of 9,576 shares — an estimated $471K sold.
Financial Advocates Investment Management first reported a position in DAL in Q4 2017 and held it in 31 quarters. The position peaked at $1.63M in Q1 2021. 1,224 funds tracked by Wall St. Rank hold DAL as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Delta Air Lines position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 9,576 Delta Air Lines shares in Q3 2025, an estimated $471K.
- Financial Advocates Investment Management first reported a position in Delta Air Lines in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Delta Air Lines position peaked at $1.63M in Q1 2021.
- 1,224 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.