Forum Financial Management’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 | $654K | Buy |
13,290
+8
| +0.1% | +$393 | 0.01% | 323 |
|
|
2025
Q1 | $579K | Buy |
13,282
+1,811
| +16% | +$79K | 0.01% | 323 |
|
|
2024
Q4 | $694K | Buy |
11,471
+2,094
| +22% | +$127K | 0.01% | 284 |
|
|
2024
Q3 | $476K | Buy |
9,377
+844
| +10% | +$42.9K | 0.01% | 343 |
|
|
2024
Q2 | $405K | Sell |
8,533
-289
| -3% | -$13.7K | 0.01% | 378 |
|
|
2024
Q1 | $422K | Sell |
8,822
-69
| -0.8% | -$3.3K | 0.01% | 382 |
|
|
2023
Q4 | $358K | Buy |
8,891
+182
| +2% | +$7.32K | 0.01% | 388 |
|
|
2023
Q3 | $322K | Hold |
8,709
| – | – | 0.01% | 403 |
|
|
2023
Q2 | $414K | Sell |
8,709
-10
| -0.1% | -$475 | 0.01% | 333 |
|
|
2023
Q1 | $304K | Buy |
8,719
+325
| +4% | +$11.3K | 0.01% | 397 |
|
|
2022
Q4 | $276K | Buy |
8,394
+18
| +0.2% | +$591 | 0.01% | 417 |
|
|
2022
Q3 | $235K | Sell |
8,376
-201
| -2% | -$5.64K | 0.01% | 435 |
|
|
2022
Q2 | $248K | Sell |
8,577
-98
| -1% | -$2.83K | 0.01% | 427 |
|
|
2022
Q1 | $343K | Buy |
8,675
+292
| +3% | +$11.5K | 0.02% | 337 |
|
|
2021
Q4 | $328K | Buy |
+8,383
| New | +$328K | 0.02% | 374 |
|