Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.8K | Hold |
1,000
| – | – | 0.02% | 330 |
|
|
2025
Q2 | $49.2K | Hold |
1,000
| – | – | 0.02% | 347 |
|
|
2025
Q1 | $43.6K | Hold |
1,000
| – | – | 0.02% | 356 |
|
|
2024
Q4 | $60.5K | Hold |
1,000
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $50.8K | Hold |
1,000
| – | – | 0.02% | 353 |
|
|
2024
Q2 | $47.4K | Hold |
1,000
| – | – | 0.02% | 363 |
|
|
2024
Q1 | $47.9K | Hold |
1,000
| – | – | 0.02% | 371 |
|
|
2023
Q4 | $40.2K | Hold |
1,000
| – | – | 0.02% | 377 |
|
|
2023
Q3 | $37K | Hold |
1,000
| – | – | 0.02% | 401 |
|
|
2023
Q2 | $47.5K | Hold |
1,000
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $34.9K | Sell |
1,000
-1,000
| -50% | -$37.1K | 0.02% | 415 |
|
|
2022
Q4 | $65.7K | Hold |
2,000
| – | – | 0.04% | 338 |
|
|
2022
Q3 | $56K | Hold |
2,000
| – | – | 0.03% | 362 |
|
|
2022
Q2 | $58K | Buy |
2,000
+1,000
| +100% | +$38.1K | 0.03% | 371 |
|
|
2022
Q1 | $40K | Hold |
1,000
| – | – | 0.02% | 475 |
|
|
2021
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 507 |
|
|
2021
Q3 | $43K | Hold |
1,000
| – | – | 0.02% | 478 |
|
|
2021
Q2 | $43K | Hold |
1,000
| – | – | 0.01% | 539 |
|
|
2021
Q1 | $48K | Hold |
1,000
| – | – | 0.01% | 510 |
|
|
2020
Q4 | $40K | Sell |
1,000
-400
| -29% | -$14.5K | 0.01% | 516 |
|
|
2020
Q3 | $43K | Hold |
1,400
| – | – | 0.01% | 464 |
|
|
2020
Q2 | $39K | Buy |
1,400
+1,000
| +250% | +$25.4K | 0.01% | 486 |
|
|
2020
Q1 | $11K | Sell |
400
-606
| -60% | -$30K | ﹤0.01% | 667 |
|
|
2019
Q4 | $59K | Hold |
1,006
| – | – | 0.02% | 486 |
|
|
2019
Q3 | $58K | Buy |
1,006
+400
| +66% | +$23.7K | 0.02% | 486 |
|
|
2019
Q2 | $34K | Hold |
606
| – | – | 0.01% | 583 |
|
|
2019
Q1 | $31K | Hold |
606
| – | – | 0.01% | 609 |
|
|
2018
Q4 | $30K | Hold |
606
| – | – | 0.01% | 566 |
|
|
2018
Q3 | $35K | Sell |
606
-5
| -0.8% | -$275 | 0.01% | 611 |
|
|
2018
Q2 | $30K | Buy |
611
+69
| +13% | +$3.68K | 0.01% | 645 |
|
|
2018
Q1 | $30K | Buy |
+542
| New | +$29.9K | 0.01% | 626 |
|
|
2016
Q3 | – | Sell |
-9,580
| Closed | -$349K | – | 289 |
|
|
2016
Q2 | $349K | Hold |
9,580
| – | – | 0.14% | 192 |
|
|
2016
Q1 | $466K | Sell |
9,580
-500
| -5% | -$23.4K | 0.18% | 153 |
|
|
2015
Q4 | $511K | Buy |
+10,080
| New | +$498K | 0.2% | 143 |
|
|
2015
Q1 | $29K | Hold |
655
| – | – | 0.01% | 615 |
|
|
2014
Q4 | $32K | Buy |
+655
| New | +$27.6K | 0.01% | 605 |
|
Other funds holding DAL
Optimum Investment Advisors's DAL Position: Q3 2025 in Review
Optimum Investment Advisors held its Delta Air Lines (DAL) position steady in Q3 2025 at 1,000 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #330.
Optimum Investment Advisors first reported a position in DAL in Q4 2014 and has held it in 36 quarters since. The position peaked at $511K in Q4 2015. 1,224 funds tracked by Wall St. Rank hold DAL as of Q3 2025.
- Optimum Investment Advisors held 1,000 shares of Delta Air Lines worth $56.8K as of Q3 2025.
- Optimum Investment Advisors left its Delta Air Lines share count unchanged in Q3 2025.
- Delta Air Lines made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #330 holding.
- Optimum Investment Advisors first reported a position in Delta Air Lines in Q4 2014 and has held it in 36 quarters since.
- Optimum Investment Advisors's Delta Air Lines position peaked at $511K in Q4 2015.
- 1,224 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.