Phoenix Financial’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	$1.72M	Sell	34,876 -44,191	-56%	-$2.17M	0.02%	196
2025 Q1	$3.45M	Sell	79,067 -42,836	-35%	-$1.87M	0.05%	149
2024 Q4	$7.38M	Sell	121,903 -34,045	-22%	-$2.06M	0.1%	107
2024 Q3	$7.92M	Buy	155,948 +7,763	+5%	+$394K	0.12%	104
2024 Q2	$7.04M	Buy	148,185 +1,237	+0.8%	+$58.8K	0.11%	109
2024 Q1	$7.03M	Buy	146,948 +49,005	+50%	+$2.35M	0.1%	101
2023 Q4	$4.15M	Sell	97,943 -2,247	-2%	-$95.2K	0.07%	131
2023 Q3	$3.71M	Buy	100,190 +1,410	+1%	+$52.2K	0.07%	125
2023 Q2	$4.68M	Buy	98,780 +37,737	+62%	+$1.79M	0.1%	93
2023 Q1	$2.12M	Buy	61,043 +3,628	+6%	+$126K	0.05%	143
2022 Q4	$1.88M	Sell	57,415 -23,365	-29%	-$767K	0.04%	142
2022 Q3	$2.28M	Sell	80,780 -7,074	-8%	-$200K	0.05%	134
2022 Q2	$2.55M	Buy	87,854 +15,452	+21%	+$449K	0.05%	143
2022 Q1	$2.86M	Buy	72,402 +2,111	+3%	+$83.4K	0.05%	162
2021 Q4	$2.75M	Sell	70,291 -4,145	-6%	-$162K	0.05%	165
2021 Q3	$3.18M	Sell	74,436 -1,009	-1%	-$43.2K	0.06%	163
2021 Q2	$3.26M	Buy	75,445 +15,689	+26%	+$677K	0.06%	168
2021 Q1	$2.89M	Buy	59,756 +1,983	+3%	+$96K	0.07%	184
2020 Q4	$2.32M	Sell	57,773 -333,322	-85%	-$13.4M	0.06%	179
2020 Q3	$11.3M	Sell	391,095 -19,865	-5%	-$573K	0.47%	74
2020 Q2	$11M	Sell	410,960 -45,796	-10%	-$1.22M	0.46%	68
2020 Q1	$12.7M	Buy	456,756 +40,000	+10%	+$1.11M	0.64%	50
2019 Q4	$24.2M	Sell	416,756 -10,000	-2%	-$581K	1.01%	42
2019 Q3	$23.5M	Buy	+426,756	New	+$23.5M	1.11%	34