Plante Moran Financial 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 | $53.5K | Buy |
804
+100
| +14% | +$6.73K | ﹤0.01% | 302 |
|
|
2025
Q4 | $48.9K | Hold |
704
| – | – | ﹤0.01% | 328 |
|
|
2025
Q3 | $40K | Sell |
704
-1,206
| -63% | -$68.8K | ﹤0.01% | 372 |
|
|
2025
Q2 | $93.9K | Sell |
1,910
-3,824
| -67% | -$176K | 0.01% | 247 |
|
|
2025
Q1 | $250K | Buy |
5,734
+2,892
| +102% | +$171K | 0.02% | 146 |
|
|
2024
Q4 | $172K | Buy |
2,842
+72
| +3% | +$4.25K | 0.01% | 189 |
|
|
2024
Q3 | $141K | Sell |
2,770
-400
| -13% | -$17.4K | 0.01% | 220 |
|
|
2024
Q2 | $150K | Buy |
3,170
+400
| +14% | +$19.9K | 0.02% | 196 |
|
|
2024
Q1 | $133K | Hold |
2,770
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $111K | Sell |
2,770
-173
| -6% | -$6.27K | 0.01% | 236 |
|
|
2023
Q3 | $109K | Sell |
2,943
-700
| -19% | -$30.4K | 0.01% | 219 |
|
|
2023
Q2 | $173K | Sell |
3,643
-1,175
| -24% | -$43.3K | 0.02% | 172 |
|
|
2023
Q1 | $168K | Hold |
4,818
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $158K | Sell |
4,818
-500
| -9% | -$16.6K | 0.02% | 175 |
|
|
2022
Q3 | $149K | Sell |
5,318
-150
| -3% | -$4.76K | 0.03% | 169 |
|
|
2022
Q2 | $158K | Sell |
5,468
-250
| -4% | -$9.53K | 0.03% | 169 |
|
|
2022
Q1 | $226K | Buy |
5,718
+793
| +16% | +$30.9K | 0.04% | 150 |
|
|
2021
Q4 | $192K | Sell |
4,925
-3,595
| -42% | -$144K | 0.03% | 187 |
|
|
2021
Q3 | $363K | Buy |
8,520
+8
| +0.1% | +$327 | 0.08% | 122 |
|
|
2021
Q2 | $368K | Buy |
8,512
+1,486
| +21% | +$68.8K | 0.09% | 110 |
|
|
2021
Q1 | $339K | Buy |
7,026
+1,289
| +22% | +$57K | 0.09% | 115 |
|
|
2020
Q4 | $231K | Sell |
5,737
-596
| -9% | -$21.7K | 0.07% | 150 |
|
|
2020
Q3 | $194K | Buy |
6,333
+1,189
| +23% | +$34.3K | 0.07% | 154 |
|
|
2020
Q2 | $144K | Sell |
5,144
-100
| -2% | -$2.54K | 0.06% | 164 |
|
|
2020
Q1 | $150K | Buy |
5,244
+2,971
| +131% | +$147K | 0.07% | 147 |
|
|
2019
Q4 | $133K | Buy |
2,273
+1,808
| +389% | +$101K | 0.05% | 204 |
|
|
2019
Q3 | $27K | Sell |
465
-512
| -52% | -$30.3K | 0.01% | 438 |
|
|
2019
Q2 | $55K | Buy |
977
+396
| +68% | +$22.2K | 0.02% | 319 |
|
|
2019
Q1 | $30K | Buy |
581
+567
| +4,050% | +$28.1K | 0.01% | 414 |
|
|
2018
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 788 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 724 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 755 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 888 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 821 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2017
Q2 | $1K | Sell |
14
-50
| -78% | -$2.45K | ﹤0.01% | 778 |
|
|
2017
Q1 | $3K | Sell |
64
-1,587
| -96% | -$77.5K | ﹤0.01% | 752 |
|
|
2016
Q4 | $81K | Sell |
1,651
-1,561
| -49% | -$71.2K | 0.05% | 245 |
|
|
2016
Q3 | $126K | Sell |
3,212
-9,297
| -74% | -$352K | 0.09% | 170 |
|
|
2016
Q2 | $456K | Sell |
12,509
-71
| -0.6% | -$3.02K | 0.33% | 64 |
|
|
2016
Q1 | $612K | Buy |
12,580
+10,571
| +526% | +$494K | 0.47% | 46 |
|
|
2015
Q4 | $102K | Hold |
2,009
| – | – | 0.08% | 184 |
|
|
2015
Q3 | $90K | Hold |
2,009
| – | – | 0.07% | 191 |
|
|
2015
Q2 | $83K | Buy |
2,009
+151
| +8% | +$6.6K | 0.06% | 217 |
|
|
2015
Q1 | $84K | Buy |
1,858
+904
| +95% | +$41.9K | 0.06% | 206 |
|
|
2014
Q4 | $47K | Buy |
954
+940
| +6,714% | +$39.6K | 0.03% | 285 |
|
|
2014
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 762 |
|
|
2014
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 789 |
|
|
2014
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 634 |
|
|
2013
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 687 |
|
|
2013
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 638 |
|
|
2013
Q2 | $0 | Buy |
+14
| New | +$243 | ﹤0.01% | 589 |
|
Other funds holding DAL
VCM
VPM
