Sweet Financial 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
2024
Q3
$1.34M Sell
26,356
-526
-2% -$26.7K 0.29% 71
2024
Q2
$1.28M Sell
26,882
-13
-0% -$617 0.29% 71
2024
Q1
$1.29M Buy
26,895
+1
+0% +$48 0.3% 71
2023
Q4
$1.08M Sell
26,894
-97
-0.4% -$3.9K 0.26% 72
2023
Q3
$999K Buy
26,991
+2,501
+10% +$92.5K 0.26% 70
2023
Q2
$1.16M Buy
24,490
+1,500
+7% +$71.3K 0.3% 64
2023
Q1
$803K Sell
22,990
-13
-0.1% -$454 0.22% 71
2022
Q4
$756K Hold
23,003
0.22% 67
2022
Q3
$645K Hold
23,003
0.21% 71
2022
Q2
$666K Sell
23,003
-67
-0.3% -$1.94K 0.21% 70
2022
Q1
$913K Buy
23,070
+882
+4% +$34.9K 0.24% 53
2021
Q4
$867K Buy
+22,188
New +$867K 0.36% 37