Mount Yale Investment Advisors’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
24,613
+6,362
| +35% | +$428K | 0.04% | 415 |
|
|
2025
Q4 | $1.27M | Buy |
18,251
+3,386
| +23% | +$212K | 0.06% | 274 |
|
|
2025
Q3 | $844K | Sell |
14,865
-27,559
| -65% | -$1.57M | 0.06% | 314 |
|
|
2025
Q2 | $2.09M | Buy |
42,424
+3,693
| +10% | +$170K | 0.16% | 125 |
|
|
2025
Q1 | $1.69M | Sell |
38,731
-20,661
| -35% | -$1.22M | 0.14% | 133 |
|
|
2024
Q4 | $3.59M | Buy |
+59,392
| New | +$3.51M | 0.29% | 66 |
|
|
2024
Q3 | – | Sell |
-37,669
| Closed | -$1.79M | – | 556 |
|
|
2024
Q2 | $1.79M | Sell |
37,669
-2,546
| -6% | -$127K | 0.14% | 139 |
|
|
2024
Q1 | $1.93M | Buy |
+40,215
| New | +$1.66M | 0.15% | 139 |
|
|
2023
Q3 | – | Sell |
-29,272
| Closed | -$1.39M | – | 500 |
|
|
2023
Q2 | $1.39M | Buy |
29,272
+257
| +0.9% | +$9.48K | 0.15% | 146 |
|
|
2023
Q1 | $1.01M | Buy |
29,015
+3,980
| +16% | +$148K | 0.11% | 179 |
|
|
2022
Q4 | $823K | Sell |
25,035
-3,283
| -12% | -$109K | 0.09% | 222 |
|
|
2022
Q3 | $795K | Buy |
28,318
+1,227
| +5% | +$39K | 0.11% | 203 |
|
|
2022
Q2 | $785K | Buy |
27,091
+693
| +3% | +$26.4K | 0.1% | 205 |
|
|
2022
Q1 | $1.04M | Buy |
26,398
+3,448
| +15% | +$134K | 0.11% | 184 |
|
|
2021
Q4 | $897K | Sell |
22,950
-699
| -3% | -$28K | 0.09% | 224 |
|
|
2021
Q3 | $1.01M | Buy |
23,649
+1,134
| +5% | +$46.3K | 0.12% | 189 |
|
|
2021
Q2 | $974K | Sell |
22,515
-186
| -0.8% | -$8.61K | 0.12% | 179 |
|
|
2021
Q1 | $1.1M | Buy |
22,701
+1,252
| +6% | +$55.4K | 0.14% | 150 |
|
|
2020
Q4 | $862K | Sell |
21,449
-565
| -3% | -$20.5K | 0.12% | 186 |
|
|
2020
Q3 | $673K | Buy |
22,014
+1,880
| +9% | +$54.2K | 0.11% | 208 |
|
|
2020
Q2 | $565K | Sell |
20,134
-122,083
| -86% | -$3.11M | 0.1% | 212 |
|
|
2020
Q1 | $4.06M | Sell |
142,217
-10,493
| -7% | -$520K | 0.91% | 22 |
|
|
2019
Q4 | $8.51M | Sell |
152,710
-151
| -0.1% | -$8.47K | 1.49% | 9 |
|
|
2019
Q3 | $8.75M | Sell |
152,861
-6,441
| -4% | -$382K | 1.57% | 10 |
|
|
2019
Q2 | $9.44M | Sell |
159,302
-3,709
| -2% | -$208K | 1.74% | 8 |
|
|
2019
Q1 | $8.42M | Buy |
163,011
+140,310
| +618% | +$6.96M | 1.58% | 11 |
|
|
2018
Q4 | $1.15M | Buy |
22,701
+7,463
| +49% | +$406K | 0.23% | 102 |
|
|
2018
Q3 | $865K | Buy |
15,238
+1,487
| +11% | +$81.9K | 0.15% | 124 |
|
|
2018
Q2 | $681K | Buy |
13,751
+1,647
| +14% | +$87.9K | 0.13% | 143 |
|
|
2018
Q1 | $663K | Buy |
+12,104
| New | +$668K | 0.14% | 137 |
|
Other funds holding DAL
VCM
VPM
