Summit Financial’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
36,558
+16,308
+81% +$802K 0.04% 308
2025
Q1
$883K Buy
20,250
+622
+3% +$27.1K 0.02% 395
2024
Q4
$1.19M Sell
19,628
-2,161
-10% -$131K 0.04% 286
2024
Q3
$1.11M Sell
21,789
-90
-0.4% -$4.57K 0.04% 240
2024
Q2
$1.04M Buy
21,879
+3,211
+17% +$152K 0.05% 221
2024
Q1
$894K Buy
18,668
+81
+0.4% +$3.88K 0.05% 198
2023
Q4
$748K Buy
18,587
+31
+0.2% +$1.25K 0.05% 205
2023
Q3
$687K Hold
18,556
0.05% 201
2023
Q2
$882K Sell
18,556
-197
-1% -$9.37K 0.06% 166
2023
Q1
$655K Sell
18,753
-113
-0.6% -$3.95K 0.06% 153
2022
Q4
$620K Sell
18,866
-2,920
-13% -$96K 0.06% 152
2022
Q3
$611K Buy
21,786
+1,068
+5% +$30K 0.06% 152
2022
Q2
$600K Buy
20,718
+12,085
+140% +$350K 0.06% 144
2022
Q1
$342K Buy
8,633
+2,677
+45% +$106K 0.03% 209
2021
Q4
$233K Buy
+5,956
New +$233K 0.02% 226