LMG Wealth Partners’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 |
-78,319
| Closed | -$4.74M | – | 132 |
|
|
2024
Q4 | $4.74M | Hold |
78,319
| – | – | 1.03% | 35 |
|
|
2024
Q3 | $3.98M | Buy |
78,319
+42
| +0.1% | +$2.13K | 0.91% | 39 |
|
|
2024
Q2 | $3.71M | Buy |
78,277
+191
| +0.2% | +$9.06K | 0.93% | 36 |
|
|
2024
Q1 | $3.74M | Buy |
78,086
+39
| +0% | +$1.87K | 0.94% | 36 |
|
|
2023
Q4 | $3.14M | Buy |
78,047
+3,115
| +4% | +$125K | 0.87% | 36 |
|
|
2023
Q3 | $2.77M | Buy |
74,932
+990
| +1% | +$36.6K | 0.84% | 40 |
|
|
2023
Q2 | $3.52M | Buy |
73,942
+8,629
| +13% | +$410K | 1.08% | 33 |
|
|
2023
Q1 | $2.28M | Buy |
65,313
+1,158
| +2% | +$40.4K | 0.74% | 43 |
|
|
2022
Q4 | $2.45M | Buy |
+64,155
| New | +$2.45M | 0.81% | 40 |
|