Stamos Capital Partners’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-30,600
| Closed | -$1.01M | – | 111 |
|
2022
Q4 | $1.01M | Buy |
30,600
+13,110
| +75% | +$431K | 0.32% | 67 |
|
2022
Q3 | $491K | Buy |
+17,490
| New | +$491K | 0.12% | 146 |
|
2020
Q4 | – | Sell |
-48,000
| Closed | -$1.47M | – | 60 |
|
2020
Q3 | $1.47M | Buy |
48,000
+16,000
| +50% | +$489K | 0.55% | 35 |
|
2020
Q2 | $898K | Buy |
32,000
+2,600
| +9% | +$73K | 0.51% | 37 |
|
2020
Q1 | $839K | Buy |
+29,400
| New | +$839K | 0.44% | 64 |
|