RPWA
Regent Peak Wealth Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.81M | Buy |
+87,300
| New | +$3.81M | 0.9% | 21 |
|
|
2023
Q3 | – | Sell |
-4,422
| Closed | -$210K | – | 159 |
|
|
2023
Q2 | $210K | Buy |
+4,422
| New | +$210K | 0.06% | 145 |
|
|
2023
Q1 | – | Sell |
-12,362
| Closed | -$406K | – | 165 |
|
|
2022
Q4 | $406K | Sell |
12,362
-544
| -4% | -$17.9K | 0.13% | 92 |
|
|
2022
Q3 | $362K | Buy |
12,906
+525
| +4% | +$14.7K | 0.13% | 101 |
|
|
2022
Q2 | $358K | Buy |
12,381
+150
| +1% | +$4.34K | 0.12% | 103 |
|
|
2022
Q1 | $484K | Sell |
12,231
-62
| -0.5% | -$2.45K | 0.14% | 87 |
|
|
2021
Q4 | $480K | Buy |
12,293
+214
| +2% | +$8.36K | 0.13% | 95 |
|
|
2021
Q3 | $515K | Sell |
12,079
-8
| -0.1% | -$341 | 0.15% | 88 |
|
|
2021
Q2 | $482K | Sell |
12,087
-467
| -4% | -$18.6K | 0.13% | 92 |
|
|
2021
Q1 | $606K | Sell |
12,554
-689
| -5% | -$33.3K | 0.2% | 79 |
|
|
2020
Q4 | $533K | Sell |
13,243
-2,003
| -13% | -$80.6K | 0.18% | 81 |
|
|
2020
Q3 | $466K | Buy |
15,246
+43
| +0.3% | +$1.31K | 0.2% | 76 |
|
|
2020
Q2 | $426K | Buy |
15,203
+843
| +6% | +$23.6K | 0.19% | 75 |
|
|
2020
Q1 | $409K | Sell |
14,360
-933
| -6% | -$26.6K | 0.23% | 68 |
|
|
2019
Q4 | $894K | Buy |
+15,293
| New | +$894K | 0.41% | 50 |
|