LFA
Legacy Financial Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
+14,560
| New | +$716K | 0.11% | 162 |
|
|
2024
Q2 | – | Sell |
-6,795
| Closed | -$325K | – | 337 |
|
|
2024
Q1 | $325K | Buy |
+6,795
| New | +$325K | 0.06% | 238 |
|
|
2023
Q3 | – | Sell |
-4,346
| Closed | -$207K | – | 273 |
|
|
2023
Q2 | $207K | Buy |
+4,346
| New | +$207K | 0.04% | 243 |
|
|
2019
Q2 | – | Sell |
-1,094
| Closed | -$57K | – | 306 |
|
|
2019
Q1 | $57K | Sell |
1,094
-229
| -17% | -$11.9K | 0.02% | 257 |
|
|
2018
Q4 | $66K | Buy |
1,323
+1,046
| +378% | +$52.2K | 0.03% | 192 |
|
|
2018
Q3 | $16K | Hold |
277
| – | – | 0.01% | 407 |
|
|
2018
Q2 | $14K | Buy |
277
+33
| +14% | +$1.67K | 0.01% | 442 |
|
|
2018
Q1 | $12K | Hold |
244
| – | – | ﹤0.01% | 436 |
|
|
2017
Q4 | $13K | Buy |
+244
| New | +$13K | 0.01% | 430 |
|