Modera Wealth Management’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 |
-3,695
| Closed | -$224K | – | 613 |
|
|
2024
Q4 | $224K | Sell |
3,695
-776
| -17% | -$46.9K | ﹤0.01% | 573 |
|
|
2024
Q3 | $227K | Buy |
4,471
+23
| +0.5% | +$1.17K | ﹤0.01% | 549 |
|
|
2024
Q2 | $211K | Buy |
4,448
+11
| +0.2% | +$522 | ﹤0.01% | 538 |
|
|
2024
Q1 | $212K | Buy |
+4,437
| New | +$212K | ﹤0.01% | 539 |
|
|
2023
Q3 | – | Sell |
-4,835
| Closed | -$230K | – | 557 |
|
|
2023
Q2 | $230K | Buy |
+4,835
| New | +$230K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-15,063
| Closed | -$589K | – | 410 |
|
|
2021
Q4 | $589K | Buy |
+15,063
| New | +$589K | 0.02% | 248 |
|