Carson Wealth (CWM LLC)’s Delek US DK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77K | Buy |
3,634
+1,316
| +57% | +$27.9K | ﹤0.01% | 2927 |
|
|
2025
Q1 | $35K | Buy |
2,318
+1,164
| +101% | +$17.6K | ﹤0.01% | 3252 |
|
|
2024
Q4 | $21K | Buy |
1,154
+909
| +371% | +$16.5K | ﹤0.01% | 3397 |
|
|
2024
Q3 | $5K | Buy |
245
+35
| +17% | +$714 | ﹤0.01% | 4081 |
|
|
2024
Q2 | $5K | Sell |
210
-18
| -8% | -$429 | ﹤0.01% | 3848 |
|
|
2024
Q1 | $7K | Buy |
228
+32
| +16% | +$982 | ﹤0.01% | 3495 |
|
|
2023
Q4 | $5K | Buy |
196
+21
| +12% | +$536 | ﹤0.01% | 3494 |
|
|
2023
Q3 | $5K | Sell |
175
-548
| -76% | -$15.7K | ﹤0.01% | 3434 |
|
|
2023
Q2 | $17K | Buy |
723
+541
| +297% | +$12.7K | ﹤0.01% | 2737 |
|
|
2023
Q1 | $4K | Buy |
182
+23
| +14% | +$505 | ﹤0.01% | 3366 |
|
|
2022
Q4 | $4K | Buy |
159
+38
| +31% | +$956 | ﹤0.01% | 3276 |
|
|
2022
Q3 | $3K | Buy |
121
+75
| +163% | +$1.86K | ﹤0.01% | 3278 |
|
|
2022
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 3510 |
|
|
2022
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 3310 |
|
|
2021
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 3263 |
|
|
2021
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2021
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2020
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2020
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2020
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2020
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2019
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2019
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2019
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 2738 |
|
|
2019
Q1 | $1K | Buy |
46
+29
| +171% | +$630 | ﹤0.01% | 2738 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1866 |
|