Wealthspire Advisors (New York)’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
Q1 | – | Sell |
-40,788
| Closed | -$2.47M | – | 800 |
|
|
2024
Q4 | $2.47M | Sell |
40,788
-3,831
| -9% | -$232K | 0.02% | 224 |
|
|
2024
Q3 | $2.27M | Buy |
44,619
+538
| +1% | +$27.3K | 0.02% | 233 |
|
|
2024
Q2 | $2.09M | Buy |
44,081
+2,100
| +5% | +$99.6K | 0.03% | 199 |
|
|
2024
Q1 | $2.01M | Sell |
41,981
-1,842
| -4% | -$88.2K | 0.03% | 195 |
|
|
2023
Q4 | $1.76M | Buy |
43,823
+15,335
| +54% | +$617K | 0.03% | 215 |
|
|
2023
Q3 | $1.05M | Buy |
+28,488
| New | +$1.05M | 0.02% | 270 |
|
|
2023
Q2 | – | Sell |
-24,518
| Closed | -$856K | – | 564 |
|
|
2023
Q1 | $856K | Buy |
24,518
+650
| +3% | +$22.7K | 0.01% | 275 |
|
|
2022
Q4 | $784K | Sell |
23,868
-4,202
| -15% | -$138K | 0.01% | 302 |
|
|
2022
Q3 | $788K | Buy |
28,070
+11,100
| +65% | +$312K | 0.02% | 262 |
|
|
2022
Q2 | $492K | Buy |
16,970
+9,500
| +127% | +$275K | 0.01% | 318 |
|
|
2022
Q1 | $296K | Buy |
+7,470
| New | +$296K | 0.01% | 349 |
|
|
2021
Q3 | – | Sell |
-5,186
| Closed | -$224K | – | 584 |
|
|
2021
Q2 | $224K | Sell |
5,186
-5,732
| -53% | -$248K | 0.01% | 337 |
|
|
2021
Q1 | $527K | Buy |
10,918
+2,214
| +25% | +$107K | 0.01% | 383 |
|
|
2020
Q4 | $350K | Buy |
+8,704
| New | +$350K | 0.01% | 385 |
|
|
2020
Q2 | – | Sell |
-10,222
| Closed | -$292K | – | 330 |
|
|
2020
Q1 | $292K | Buy |
+10,222
| New | +$292K | 0.01% | 389 |
|
|
2019
Q1 | – | Sell |
-556
| Closed | -$28K | – | 223 |
|
|
2018
Q4 | $28K | Buy |
+556
| New | +$28K | ﹤0.01% | 272 |
|