SFA
Sequoia Financial Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
25,121
+6,205
| +33% | +$305K | 0.01% | 612 |
|
|
2025
Q1 | $825K | Buy |
18,916
+2,645
| +16% | +$115K | 0.01% | 683 |
|
|
2024
Q4 | $984K | Buy |
16,271
+997
| +7% | +$60.3K | 0.01% | 581 |
|
|
2024
Q3 | $776K | Buy |
15,274
+1,287
| +9% | +$65.4K | 0.01% | 611 |
|
|
2024
Q2 | $664K | Buy |
13,987
+406
| +3% | +$19.3K | 0.01% | 596 |
|
|
2024
Q1 | $650K | Sell |
13,581
-1,643
| -11% | -$78.7K | 0.01% | 598 |
|
|
2023
Q4 | $612K | Buy |
15,224
+4,789
| +46% | +$193K | 0.01% | 679 |
|
|
2023
Q3 | $386K | Sell |
10,435
-278
| -3% | -$10.3K | 0.01% | 594 |
|
|
2023
Q2 | $509K | Sell |
10,713
-2,547
| -19% | -$121K | 0.01% | 517 |
|
|
2023
Q1 | $463K | Sell |
13,260
-144
| -1% | -$5.03K | 0.01% | 479 |
|
|
2022
Q4 | $440K | Buy |
+13,404
| New | +$440K | 0.01% | 470 |
|
|
2022
Q2 | – | Sell |
-9,740
| Closed | -$385K | – | 616 |
|
|
2022
Q1 | $385K | Buy |
9,740
+2,360
| +32% | +$93.3K | 0.01% | 429 |
|
|
2021
Q4 | $288K | Buy |
+7,380
| New | +$288K | 0.01% | 453 |
|
|
2021
Q3 | – | Sell |
-14,398
| Closed | -$623K | – | 302 |
|
|
2021
Q2 | $623K | Buy |
14,398
+81
| +0.6% | +$3.51K | 0.02% | 248 |
|
|
2021
Q1 | $691K | Sell |
14,317
-131
| -0.9% | -$6.32K | 0.03% | 219 |
|
|
2020
Q4 | $581K | Buy |
14,448
+1,658
| +13% | +$66.7K | 0.03% | 230 |
|
|
2020
Q3 | $391K | Buy |
12,790
+1,593
| +14% | +$48.7K | 0.02% | 257 |
|
|
2020
Q2 | $314K | Buy |
+11,197
| New | +$314K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-10,410
| Closed | -$609K | – | 376 |
|
|
2019
Q4 | $609K | Buy |
10,410
+7
| +0.1% | +$410 | 0.04% | 192 |
|
|
2019
Q3 | $599K | Buy |
10,403
+1,205
| +13% | +$69.4K | 0.04% | 178 |
|
|
2019
Q2 | $522K | Sell |
9,198
-871
| -9% | -$49.4K | 0.04% | 183 |
|
|
2019
Q1 | $520K | Buy |
+10,069
| New | +$520K | 0.04% | 178 |
|