Concord Wealth Partners’s Delek US DK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20
Closed -$370 849
2024
Q4
$370 Hold
20
﹤0.01% 878
2024
Q3
$375 Buy
+20
New +$375 ﹤0.01% 909