JFS Wealth Advisors’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $76.5K | Buy |
817
+14
| +2% | +$1.06K | ﹤0.01% | 468 |
|
|
2026
Q1 | $53.4K | Buy |
803
+9
| +1% | +$606 | ﹤0.01% | 510 |
|
|
2025
Q4 | $55.1K | Buy |
794
+161
| +25% | +$10.1K | ﹤0.01% | 494 |
|
|
2025
Q3 | $35.9K | Hold |
633
| – | – | ﹤0.01% | 572 |
|
|
2025
Q2 | $31.1K | Sell |
633
-181
| -22% | -$8.31K | ﹤0.01% | 559 |
|
|
2025
Q1 | $35.5K | Buy |
814
+106
| +15% | +$6.28K | ﹤0.01% | 541 |
|
|
2024
Q4 | $42.8K | Hold |
708
| – | – | ﹤0.01% | 493 |
|
|
2024
Q3 | $36K | Buy |
708
+83
| +13% | +$3.62K | ﹤0.01% | 523 |
|
|
2024
Q2 | $29.6K | Sell |
625
-4
| -0.6% | -$199 | ﹤0.01% | 511 |
|
|
2024
Q1 | $30.1K | Sell |
629
-21
| -3% | -$868 | ﹤0.01% | 534 |
|
|
2023
Q4 | $26.1K | Sell |
650
-175
| -21% | -$6.35K | ﹤0.01% | 528 |
|
|
2023
Q3 | $30.5K | Buy |
825
+283
| +52% | +$12.3K | ﹤0.01% | 449 |
|
|
2023
Q2 | $25.8K | Sell |
542
-200
| -27% | -$7.38K | ﹤0.01% | 484 |
|
|
2023
Q1 | $25.9K | Buy |
742
+29
| +4% | +$1.08K | ﹤0.01% | 477 |
|
|
2022
Q4 | $23.4K | Sell |
713
-405
| -36% | -$13.4K | ﹤0.01% | 499 |
|
|
2022
Q3 | $31K | Buy |
1,118
+480
| +75% | +$15.2K | ﹤0.01% | 469 |
|
|
2022
Q2 | $18K | Buy |
638
+184
| +41% | +$7.01K | ﹤0.01% | 605 |
|
|
2022
Q1 | $18K | Buy |
454
+113
| +33% | +$4.4K | ﹤0.01% | 628 |
|
|
2021
Q4 | $13K | Sell |
341
-169
| -33% | -$6.76K | ﹤0.01% | 642 |
|
|
2021
Q3 | $22K | Buy |
510
+310
| +155% | +$12.7K | ﹤0.01% | 528 |
|
|
2021
Q2 | $9K | Buy |
200
+100
| +100% | +$4.63K | ﹤0.01% | 451 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$3.64K | ﹤0.01% | 486 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$5K | – | 509 |
|
|
2019
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $5K | Buy |
92
+25
| +37% | +$1.48K | ﹤0.01% | 400 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 409 |
|
|
2019
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $3K | Sell |
67
-500
| -88% | -$27.2K | ﹤0.01% | 407 |
|
|
2018
Q3 | $33K | Buy |
567
+501
| +759% | +$27.6K | 0.01% | 274 |
|
|
2018
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 423 |
|
|
2018
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 432 |
|
|
2017
Q4 | $4K | Buy |
66
+1
| +2% | +$52 | ﹤0.01% | 441 |
|
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $3K | Buy |
65
+1
| +2% | +$49 | ﹤0.01% | 385 |
|
|
2017
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 407 |
|
|
2016
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 407 |
|
|
2016
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 440 |
|
|
2016
Q2 | $2K | Sell |
64
-83
| -56% | -$3.53K | ﹤0.01% | 467 |
|
|
2016
Q1 | $7K | Buy |
147
+84
| +133% | +$3.92K | ﹤0.01% | 426 |
|
|
2015
Q4 | $3K | Buy |
+63
| New | +$3.12K | ﹤0.01% | 481 |
|
Other funds holding DAL
CNB
KL
FFN
AHC
RSC
KFP
SIM
GI
CPBTD