Sequoia 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	$3.61M	Buy	54,240 +9,938	+22%	+$669K	0.02%	400
2025 Q4	$3.07M	Buy	44,302 +15,531	+54%	+$970K	0.02%	446
2025 Q3	$1.63M	Buy	28,771 +3,650	+15%	+$208K	0.01%	594
2025 Q2	$1.24M	Buy	25,121 +6,205	+33%	+$285K	0.01%	614
2025 Q1	$825K	Buy	18,916 +2,645	+16%	+$157K	0.01%	687
2024 Q4	$984K	Buy	16,271 +997	+7%	+$58.9K	0.01%	583
2024 Q3	$776K	Buy	15,274 +1,287	+9%	+$56.1K	0.01%	613
2024 Q2	$664K	Buy	13,987 +406	+3%	+$20.2K	0.01%	598
2024 Q1	$650K	Sell	13,581 -1,643	-11%	-$67.9K	0.01%	600
2023 Q4	$612K	Buy	15,224 +4,789	+46%	+$174K	0.01%	680
2023 Q3	$386K	Sell	10,435 -278	-3%	-$12.1K	0.01%	596
2023 Q2	$509K	Sell	10,713 -2,547	-19%	-$94K	0.01%	518
2023 Q1	$463K	Sell	13,260 -144	-1%	-$5.34K	0.01%	480
2022 Q4	$440K	Buy	+13,404	New	+$444K	0.01%	470
2022 Q2	–	Sell	-9,740	Closed	-$385K	–	616
2022 Q1	$385K	Buy	9,740 +2,360	+32%	+$91.9K	0.01%	429
2021 Q4	$288K	Buy	+7,380	New	+$295K	0.01%	453
2021 Q3	–	Sell	-14,398	Closed	-$623K	–	302
2021 Q2	$623K	Buy	14,398 +81	+0.6%	+$3.75K	0.02%	248
2021 Q1	$691K	Sell	14,317 -131	-0.9%	-$5.79K	0.03%	219
2020 Q4	$581K	Buy	14,448 +1,658	+13%	+$60.3K	0.03%	230
2020 Q3	$391K	Buy	12,790 +1,593	+14%	+$45.9K	0.02%	257
2020 Q2	$314K	Buy	+11,197	New	+$285K	0.02%	280
2020 Q1	–	Sell	-10,410	Closed	-$609K	–	376
2019 Q4	$609K	Buy	10,410 +7	+0.1%	+$393	0.04%	192
2019 Q3	$599K	Buy	10,403 +1,205	+13%	+$71.4K	0.04%	178
2019 Q2	$522K	Sell	9,198 -871	-9%	-$48.8K	0.04%	183
2019 Q1	$520K	Buy	+10,069	New	+$499K	0.04%	178