GA
DAL icon

GoalVest Advisory’s Delta Air Lines DAL Stock Holding History

GoalVest Advisory’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.6K Hold
1,042
– – 0.02% 160
2026
Q1 		$69.3K Hold
1,042
– – 0.01% 199
2025
Q4 		$72.3K Hold
1,042
– – 0.01% 204
2025
Q3 		$59.1K Hold
1,042
– – 0.01% 204
2025
Q2 		$51.2K Sell
1,042
-15
-1% -$689 0.01% 206
2025
Q1 		$46.1K Buy
1,057
+15
+1% +$889 0.01% 190
2024
Q4 		$63K Hold
1,042
– – 0.02% 174
2024
Q3 		$52.9K Hold
1,042
– – 0.02% 185
2024
Q2 		$49.4K Hold
1,042
– – 0.02% 176
2024
Q1 		$49.9K Buy
+1,042
New +$43.1K 0.02% 196
2022
Q2 		– Sell
-19
Closed -$1K – 358
2022
Q1 		$1K Buy
+19
New +$740 ﹤0.01% 323

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SIM
SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return