Shepherd Financial Partners’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
Q3 | $386K | Hold |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.41M | Hold |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.92M | Sell |
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|
2017
Q4 | $2.34M | Sell |
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|
2017
Q3 | $2.7M | Sell |
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|
2017
Q2 | $3.13M | Sell |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $3.18M | Buy |
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