OneDigital Investment Advisors’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
Q2 | $802K | Buy |
16,313
+2,144
| +15% | +$105K | 0.01% | 719 |
|
|
2025
Q1 | $618K | Buy |
14,169
+696
| +5% | +$30.3K | 0.01% | 777 |
|
|
2024
Q4 | $815K | Buy |
13,473
+863
| +7% | +$52.2K | 0.01% | 705 |
|
|
2024
Q3 | $640K | Sell |
12,610
-2,299
| -15% | -$117K | 0.01% | 836 |
|
|
2024
Q2 | $707K | Sell |
14,909
-143
| -1% | -$6.78K | 0.01% | 752 |
|
|
2024
Q1 | $721K | Sell |
15,052
-577
| -4% | -$27.6K | 0.01% | 611 |
|
|
2023
Q4 | $629K | Sell |
15,629
-515
| -3% | -$20.7K | 0.01% | 632 |
|
|
2023
Q3 | $597K | Sell |
16,144
-1,441
| -8% | -$53.3K | 0.01% | 579 |
|
|
2023
Q2 | $836K | Sell |
17,585
-888
| -5% | -$42.2K | 0.02% | 456 |
|
|
2023
Q1 | $645K | Buy |
18,473
+2,281
| +14% | +$79.7K | 0.02% | 526 |
|
|
2022
Q4 | $532K | Buy |
16,192
+2,428
| +18% | +$79.8K | 0.02% | 502 |
|
|
2022
Q3 | $386K | Buy |
13,764
+402
| +3% | +$11.3K | 0.01% | 527 |
|
|
2022
Q2 | $387K | Buy |
13,362
+276
| +2% | +$7.99K | 0.02% | 494 |
|
|
2022
Q1 | $518K | Sell |
13,086
-409
| -3% | -$16.2K | 0.02% | 430 |
|
|
2021
Q4 | $527K | Sell |
13,495
-3,802
| -22% | -$148K | 0.02% | 422 |
|
|
2021
Q3 | $737K | Sell |
17,297
-2,015
| -10% | -$85.9K | 0.03% | 325 |
|
|
2021
Q2 | $835K | Sell |
19,312
-8,316
| -30% | -$360K | 0.03% | 290 |
|
|
2021
Q1 | $1.33M | Buy |
27,628
+5,955
| +27% | +$288K | 0.06% | 205 |
|
|
2020
Q4 | $871K | Buy |
21,673
+230
| +1% | +$9.24K | 0.05% | 247 |
|
|
2020
Q3 | $656K | Buy |
21,443
+2,737
| +15% | +$83.7K | 0.05% | 255 |
|
|
2020
Q2 | $525K | Buy |
18,706
+8,546
| +84% | +$240K | 0.04% | 299 |
|
|
2020
Q1 | $290K | Buy |
10,160
+4,358
| +75% | +$124K | 0.03% | 378 |
|
|
2019
Q4 | $339K | Buy |
5,802
+1,223
| +27% | +$71.5K | 0.03% | 378 |
|
|
2019
Q3 | $264K | Buy |
4,579
+3,179
| +227% | +$183K | 0.02% | 416 |
|
|
2019
Q2 | $79K | Buy |
+1,400
| New | +$79K | 0.01% | 489 |
|
|
2018
Q4 | – | Sell |
-283
| Closed | -$16K | – | 1142 |
|
|
2018
Q3 | $16K | Buy |
283
+25
| +10% | +$1.41K | ﹤0.01% | 723 |
|
|
2018
Q2 | $13K | Hold |
258
| – | – | ﹤0.01% | 961 |
|
|
2018
Q1 | $14K | Buy |
+258
| New | +$14K | ﹤0.01% | 943 |
|