Lee Financial’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,076
| Closed | -$291K | – | 152 |
|
|
2024
Q1 | $291K | Buy |
6,076
+48
| +0.8% | +$2.3K | 0.05% | 120 |
|
|
2023
Q4 | $243K | Buy |
+6,028
| New | +$243K | 0.04% | 129 |
|
|
2023
Q1 | – | Sell |
-17
| Closed | -$559 | – | 837 |
|
|
2022
Q4 | $559 | Hold |
17
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 855 |
|
|
2022
Q1 | – | Sell |
-66
| Closed | -$3K | – | 803 |
|
|
2021
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $3K | Buy |
66
+27
| +69% | +$1.23K | ﹤0.01% | 540 |
|
|
2021
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 556 |
|
|
2020
Q2 | – | Sell |
-130
| Closed | -$4K | – | 525 |
|
|
2020
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 395 |
|
|
2019
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 386 |
|
|
2018
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 348 |
|
|
2018
Q3 | $8K | Sell |
130
-138
| -51% | -$8.49K | ﹤0.01% | 361 |
|
|
2018
Q2 | $13K | Hold |
268
| – | – | ﹤0.01% | 426 |
|
|
2018
Q1 | $15K | Buy |
268
+138
| +106% | +$7.72K | ﹤0.01% | 395 |
|
|
2017
Q4 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 396 |
|