HHGA
Halbert Hargrove Global Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$829 | – | 383 |
|
|
2025
Q1 | $829 | Buy |
+19
| New | +$829 | ﹤0.01% | 449 |
|
|
2016
Q2 | – | Sell |
-4,384
| Closed | -$213K | – | 78 |
|
|
2016
Q1 | $213K | Sell |
4,384
-1,760
| -29% | -$85.5K | 0.08% | 71 |
|
|
2015
Q4 | $311K | Sell |
6,144
-940
| -13% | -$47.6K | 0.13% | 62 |
|
|
2015
Q3 | $318K | Sell |
7,084
-7,442
| -51% | -$334K | 0.16% | 52 |
|
|
2015
Q2 | $597K | Sell |
14,526
-674
| -4% | -$27.7K | 0.15% | 62 |
|
|
2015
Q1 | $683K | Buy |
15,200
+8,399
| +123% | +$377K | 0.22% | 51 |
|
|
2014
Q4 | $335K | Buy |
+6,801
| New | +$335K | 0.17% | 73 |
|