Allworth Financial’s Delek US DK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.44K | Buy |
210
+1
| +0.5% | +$21 | ﹤0.01% | 3318 |
|
2025
Q1 | $2.72K | Buy |
209
+133
| +175% | +$1.73K | ﹤0.01% | 3069 |
|
2024
Q4 | $1.39K | Buy |
76
+27
| +55% | +$495 | ﹤0.01% | 3282 |
|
2024
Q3 | $919 | Sell |
49
-16
| -25% | -$300 | ﹤0.01% | 3246 |
|
2024
Q2 | $1.41K | Buy |
65
+7
| +12% | +$151 | ﹤0.01% | 3048 |
|
2024
Q1 | $1.78K | Hold |
58
| – | – | ﹤0.01% | 2849 |
|
2023
Q4 | $1.5K | Hold |
58
| – | – | ﹤0.01% | 2802 |
|
2023
Q3 | $1.65K | Sell |
58
-14
| -19% | -$398 | ﹤0.01% | 2634 |
|
2023
Q2 | $1.73K | Buy |
72
+23
| +47% | +$551 | ﹤0.01% | 2539 |
|
2023
Q1 | $1.13K | Sell |
49
-468
| -91% | -$10.7K | ﹤0.01% | 2629 |
|
2022
Q4 | $14K | Hold |
517
| – | – | ﹤0.01% | 1559 |
|
2022
Q3 | $14K | Buy |
517
+468
| +955% | +$12.7K | ﹤0.01% | 1438 |
|
2022
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 2129 |
|
2022
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1910 |
|
2017
Q1 | – | Sell |
-62
| Closed | -$1K | – | 771 |
|
2016
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 621 |
|
2016
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 630 |
|