Kapstone Financial 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 | $296K | Sell |
6,016
-213
| -3% | -$10.5K | 0.15% | 81 |
|
|
2025
Q1 | $272K | Hold |
6,229
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $426K | Sell |
6,229
-1,180
| -16% | -$80.7K | 0.23% | 64 |
|
|
2024
Q3 | $382K | Sell |
7,409
-412
| -5% | -$21.2K | 0.23% | 67 |
|
|
2024
Q2 | $371K | Hold |
7,821
| – | – | 0.24% | 66 |
|
|
2024
Q1 | $374K | Hold |
7,821
| – | – | 0.25% | 68 |
|
|
2023
Q4 | $314K | Buy |
7,821
+1,440
| +23% | +$57.9K | 0.25% | 71 |
|
|
2023
Q3 | $236K | Buy |
6,381
+269
| +4% | +$9.95K | 0.21% | 79 |
|
|
2023
Q2 | $277K | Sell |
6,112
-780
| -11% | -$35.4K | 0.23% | 77 |
|
|
2023
Q1 | $230K | Sell |
6,892
-444
| -6% | -$14.8K | 0.21% | 80 |
|
|
2022
Q4 | $293K | Buy |
+7,336
| New | +$293K | 0.27% | 75 |
|