Schechter 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
Q1
$502K Sell
11,505
-7,495
-39% -$444K 0.04% 366
2024
Q4
$1.15M Buy
19,000
+7,221
+61% +$426K 0.09% 218
2024
Q3
$598K Sell
11,779
-5,373
-31% -$234K 0.04% 362
2024
Q2
$814K Sell
17,152
-1,267
-7% -$63K 0.06% 280
2024
Q1
$882K Sell
18,419
-198
-1% -$8.19K 0.07% 271
2023
Q4
$749K Sell
18,617
-3,015
-14% -$109K 0.06% 278
2023
Q3
$800K Sell
21,632
-891
-4% -$38.7K 0.08% 257
2023
Q2
$1.07M Sell
22,523
-772
-3% -$28.5K 0.1% 230
2023
Q1
$813K Buy
23,295
+27
+0.1% +$1K 0.08% 300
2022
Q4
$765K Buy
23,268
+1,567
+7% +$51.9K 0.07% 376
2022
Q3
$608K Sell
21,701
-3,763
-15% -$120K 0.06% 447
2022
Q2
$738K Buy
25,464
+2,511
+11% +$95.7K 0.07% 390
2022
Q1
$908K Buy
22,953
+85
+0.4% +$3.31K 0.08% 340
2021
Q4
$894K Buy
+22,868
New +$915K 0.08% 342

Other funds holding DAL

Schechter Investment Advisors's DAL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Delta Air Lines (DAL) stake by 39% in Q1 2025, selling an estimated $444K and leaving 11,505 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #366.

Schechter Investment Advisors first reported a position in DAL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2024. 1,126 funds tracked by Wall St. Rank hold DAL as of Q1 2025.

  • Schechter Investment Advisors held 11,505 shares of Delta Air Lines worth $502K as of Q1 2025.
  • Schechter Investment Advisors sold 7,495 Delta Air Lines shares in Q1 2025, an estimated $444K.
  • Delta Air Lines made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #366 holding.
  • Schechter Investment Advisors first reported a position in Delta Air Lines in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Delta Air Lines position peaked at $1.15M in Q4 2024.
  • 1,126 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.