Valeo Financial Advisors’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
$782K Buy
15,900
+1,751
+12% +$86.1K 0.02% 350
2025
Q1
$617K Sell
14,149
-3,044
-18% -$133K 0.02% 357
2024
Q4
$1.04M Sell
17,193
-4,155
-19% -$251K 0.03% 253
2024
Q3
$1.08M Buy
21,348
+1,662
+8% +$84.4K 0.03% 242
2024
Q2
$934K Sell
19,686
-1,289
-6% -$61.2K 0.03% 251
2024
Q1
$1.01M Buy
20,975
+4,166
+25% +$200K 0.04% 239
2023
Q4
$676K Buy
16,809
+114
+0.7% +$4.59K 0.03% 281
2023
Q3
$618K Sell
16,695
-3,261
-16% -$121K 0.03% 284
2023
Q2
$949K Sell
19,956
-6,877
-26% -$327K 0.04% 213
2023
Q1
$937K Buy
26,833
+7,355
+38% +$257K 0.05% 222
2022
Q4
$640K Sell
19,478
-2,121
-10% -$69.7K 0.04% 242
2022
Q3
$606K Sell
21,599
-325
-1% -$9.12K 0.04% 227
2022
Q2
$635K Sell
21,924
-8,082
-27% -$234K 0.04% 221
2022
Q1
$1.19M Buy
30,006
+8,064
+37% +$319K 0.06% 177
2021
Q4
$857K Buy
21,942
+6,265
+40% +$245K 0.05% 208
2021
Q3
$668K Buy
15,677
+2,744
+21% +$117K 0.04% 232
2021
Q2
$559K Buy
12,933
+329
+3% +$14.2K 0.03% 232
2021
Q1
$609K Buy
12,604
+35
+0.3% +$1.69K 0.03% 238
2020
Q4
$505K Sell
12,569
-1,420
-10% -$57.1K 0.03% 243
2020
Q3
$428K Sell
13,989
-4,028
-22% -$123K 0.04% 201
2020
Q2
$505K Sell
18,017
-8,720
-33% -$244K 0.05% 179
2020
Q1
$650K Buy
26,737
+6,058
+29% +$147K 0.07% 154
2019
Q4
$1.21M Sell
20,679
-362
-2% -$21.2K 0.12% 118
2019
Q3
$1.21M Sell
21,041
-962
-4% -$55.4K 0.13% 107
2019
Q2
$1.25M Buy
22,003
+697
+3% +$39.6K 0.14% 102
2019
Q1
$1.1M Buy
21,306
+17,755
+500% +$917K 0.13% 115
2018
Q4
$177K Buy
3,551
+388
+12% +$19.3K 0.02% 270
2018
Q3
$173K Buy
3,163
+598
+23% +$32.7K 0.02% 295
2018
Q2
$139K Buy
2,565
+14
+0.5% +$759 0.02% 346
2018
Q1
$140K Buy
2,551
+31
+1% +$1.7K 0.02% 300
2017
Q4
$141K Buy
2,520
+964
+62% +$53.9K 0.02% 287
2017
Q3
$75K Buy
+1,556
New +$75K 0.02% 336