SWM
SilverOak Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
5,149
| – | – | 0.05% | 99 |
|
|
2025
Q1 | $224K | Hold |
5,149
| – | – | 0.05% | 87 |
|
|
2024
Q4 | $312K | Sell |
5,149
-34
| -0.7% | -$2.06K | 0.07% | 74 |
|
|
2024
Q3 | $263K | Buy |
5,183
+37
| +0.7% | +$1.88K | 0.06% | 82 |
|
|
2024
Q2 | $244K | Sell |
5,146
-843
| -14% | -$40K | 0.06% | 80 |
|
|
2024
Q1 | $287K | Buy |
5,989
+502
| +9% | +$24K | 0.07% | 72 |
|
|
2023
Q4 | $221K | Buy |
+5,487
| New | +$221K | 0.06% | 79 |
|