Sugarloaf Wealth Management’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $163K | Buy |
2,690
+262
| +11% | +$15.9K | 0.03% | 191 |
|
|
2024
Q3 | $123K | Buy |
2,428
+831
| +52% | +$42.2K | 0.02% | 220 |
|
|
2024
Q2 | $75.7K | Hold |
1,597
| – | – | 0.02% | 252 |
|
|
2024
Q1 | $76.4K | Buy |
1,597
+1
| +0.1% | +$48 | 0.02% | 252 |
|
|
2023
Q4 | $64.2K | Sell |
1,596
-230
| -13% | -$9.26K | 0.02% | 259 |
|
|
2023
Q3 | $67.6K | Hold |
1,826
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $86.8K | Buy |
1,826
+1
| +0.1% | +$48 | 0.02% | 221 |
|
|
2023
Q1 | $63.8K | Sell |
1,825
-201
| -10% | -$7.02K | 0.02% | 255 |
|
|
2022
Q4 | $66.6K | Buy |
2,026
+740
| +58% | +$24.3K | 0.02% | 242 |
|
|
2022
Q3 | $37K | Buy |
+1,286
| New | +$37K | 0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-2,075
| Closed | -$82K | – | 773 |
|
|
2022
Q1 | $82K | Buy |
2,075
+905
| +77% | +$35.8K | 0.02% | 214 |
|
|
2021
Q4 | $46K | Sell |
1,170
-543
| -32% | -$21.3K | 0.01% | 301 |
|
|
2021
Q3 | $73K | Sell |
1,713
-771
| -31% | -$32.9K | 0.02% | 222 |
|
|
2021
Q2 | $107K | Buy |
2,484
+150
| +6% | +$6.46K | 0.03% | 177 |
|
|
2021
Q1 | $113 | Buy |
2,334
+510
| +28% | +$25 | 0.03% | 169 |
|
|
2020
Q4 | $73K | Hold |
1,824
| – | – | 0.02% | 208 |
|
|
2020
Q3 | $56K | Buy |
1,824
+123
| +7% | +$3.78K | 0.02% | 224 |
|
|
2020
Q2 | $48K | Buy |
1,701
+450
| +36% | +$12.7K | 0.02% | 240 |
|
|
2020
Q1 | $36K | Buy |
1,251
+747
| +148% | +$21.5K | 0.02% | 253 |
|
|
2019
Q4 | $24K | Buy |
+504
| New | +$24K | 0.01% | 342 |
|