Heritage Wealth Advisors’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 | $3.74K | Buy |
76
+6
| +9% | +$295 | ﹤0.01% | 478 |
|
|
2025
Q1 | $3.05K | Hold |
70
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $4.24K | Hold |
70
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $3.56K | Hold |
70
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $3.32K | Hold |
70
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $3.35K | Hold |
70
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $2.82K | Hold |
70
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $2.59K | Hold |
70
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $3.33K | Hold |
70
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $2.44K | Hold |
70
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $2.3K | Sell |
70
-30
| -30% | -$986 | ﹤0.01% | 506 |
|
|
2022
Q3 | $2.81K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $3K | Buy |
100
+80
| +400% | +$2.4K | ﹤0.01% | 510 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 524 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$577 | – | 441 |
|
|
2020
Q1 | $577 | Sell |
20
-1,082
| -98% | -$31.2K | ﹤0.01% | 434 |
|
|
2019
Q4 | $64.4K | Buy |
1,102
+585
| +113% | +$34.2K | 0.01% | 277 |
|
|
2019
Q3 | $29K | Hold |
517
| – | – | ﹤0.01% | 322 |
|
|
2019
Q2 | $29.3K | Hold |
517
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $26.7K | Hold |
517
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $25K | Hold |
517
| – | – | ﹤0.01% | 246 |
|
|
2018
Q3 | $29K | Buy |
+517
| New | +$29K | 0.01% | 239 |
|