Creative Planning’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 | $664K | Buy |
31,346
+12,251
| +64% | +$259K | ﹤0.01% | 2213 |
|
|
2025
Q1 | $288K | Sell |
19,095
-260
| -1% | -$3.92K | ﹤0.01% | 2788 |
|
|
2024
Q4 | $358K | Sell |
19,355
-22,003
| -53% | -$407K | ﹤0.01% | 2515 |
|
|
2024
Q3 | $775K | Buy |
41,358
+22,223
| +116% | +$417K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $474K | Buy |
19,135
+10,697
| +127% | +$265K | ﹤0.01% | 1980 |
|
|
2024
Q1 | $259K | Buy |
+8,438
| New | +$259K | ﹤0.01% | 2358 |
|
|
2020
Q2 | – | Sell |
-11,360
| Closed | -$179K | – | 1841 |
|
|
2020
Q1 | $179K | Buy |
+11,360
| New | +$179K | ﹤0.01% | 1400 |
|
|
2018
Q2 | – | Sell |
-36,572
| Closed | -$1.49M | – | 1934 |
|
|
2018
Q1 | $1.49M | Buy |
+36,572
| New | +$1.49M | 0.01% | 547 |
|
|
2014
Q3 | – | Sell |
-5,550
| Closed | -$157K | – | 3871 |
|
|
2014
Q2 | $157K | Buy |
5,550
+5,300
| +2,120% | +$150K | ﹤0.01% | 1160 |
|
|
2014
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 2854 |
|
|
2013
Q4 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 2602 |
|
|
2013
Q3 | – | Sell |
-4,800
| Closed | -$138K | – | 3234 |
|
|
2013
Q2 | $138K | Buy |
+4,800
| New | +$138K | ﹤0.01% | 822 |
|