Forum Financial 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
2026 Q1	–	Sell	-15,615	Closed	-$1.08M	–	501
2025 Q4	$1.08M	Sell	15,615 -20	-0.1%	-$1.25K	0.01%	233
2025 Q3	$887K	Buy	15,635 +2,345	+18%	+$134K	0.01%	267
2025 Q2	$654K	Buy	13,290 +8	+0.1%	+$367	0.01%	324
2025 Q1	$579K	Buy	13,282 +1,811	+16%	+$107K	0.01%	323
2024 Q4	$694K	Buy	11,471 +2,094	+22%	+$124K	0.01%	284
2024 Q3	$476K	Buy	9,377 +844	+10%	+$36.8K	0.01%	345
2024 Q2	$405K	Sell	8,533 -289	-3%	-$14.4K	0.01%	379
2024 Q1	$422K	Sell	8,822 -69	-0.8%	-$2.85K	0.01%	383
2023 Q4	$358K	Buy	8,891 +182	+2%	+$6.6K	0.01%	389
2023 Q3	$322K	Hold	8,709	–	–	0.01%	404
2023 Q2	$414K	Sell	8,709 -10	-0.1%	-$369	0.01%	333
2023 Q1	$304K	Buy	8,719 +325	+4%	+$12.1K	0.01%	397
2022 Q4	$276K	Buy	8,394 +18	+0.2%	+$597	0.01%	417
2022 Q3	$235K	Sell	8,376 -201	-2%	-$6.38K	0.01%	435
2022 Q2	$248K	Sell	8,577 -98	-1%	-$3.74K	0.01%	428
2022 Q1	$343K	Buy	8,675 +292	+3%	+$11.4K	0.02%	337
2021 Q4	$328K	Buy	+8,383	New	+$336K	0.02%	375