Kingswood 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
Q1 | – | Sell |
-3,310
| Closed | -$200K | – | 742 |
|
|
2024
Q4 | $200K | Sell |
3,310
-2,213
| -40% | -$134K | 0.02% | 739 |
|
|
2024
Q3 | $280K | Buy |
5,523
+1,184
| +27% | +$60.1K | 0.02% | 590 |
|
|
2024
Q2 | $206K | Sell |
4,339
-161
| -4% | -$7.64K | 0.02% | 629 |
|
|
2024
Q1 | $215K | Sell |
4,500
-2,723
| -38% | -$130K | 0.02% | 565 |
|
|
2023
Q4 | $291K | Buy |
+7,223
| New | +$291K | 0.03% | 482 |
|