GeoWealth 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 | $272K | Sell |
5,532
-534
| -9% | -$26.3K | 0.01% | 569 |
|
|
2025
Q1 | $264K | Sell |
6,066
-8,430
| -58% | -$368K | 0.01% | 585 |
|
|
2024
Q4 | $877K | Buy |
14,496
+6,083
| +72% | +$368K | 0.03% | 320 |
|
|
2024
Q3 | $427K | Sell |
8,413
-293
| -3% | -$14.9K | 0.02% | 494 |
|
|
2024
Q2 | $413K | Buy |
8,706
+4,094
| +89% | +$194K | 0.02% | 482 |
|
|
2024
Q1 | $221K | Buy |
4,612
+1,063
| +30% | +$50.9K | 0.01% | 657 |
|
|
2023
Q4 | $143K | Buy |
3,549
+1,399
| +65% | +$56.4K | 0.01% | 543 |
|
|
2023
Q3 | $79K | Sell |
2,150
-1,712
| -44% | -$62.9K | 0.01% | 357 |
|
|
2023
Q2 | $184K | Buy |
3,862
+1,704
| +79% | +$81.2K | 0.02% | 248 |
|
|
2023
Q1 | $75K | Buy |
+2,158
| New | +$75K | 0.01% | 267 |
|