Geneos Wealth Management’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 | $1.06K | Sell |
50
-50
| -50% | -$1.06K | ﹤0.01% | 2970 |
|
|
2025
Q1 | $1.51K | Buy |
100
+50
| +100% | +$754 | ﹤0.01% | 3012 |
|
|
2024
Q4 | $925 | Hold |
50
| – | – | ﹤0.01% | 2787 |
|
|
2024
Q3 | $938 | Hold |
50
| – | – | ﹤0.01% | 2462 |
|
|
2024
Q2 | $1.24K | Hold |
50
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q1 | $1.54K | Hold |
50
| – | – | ﹤0.01% | 1939 |
|
|
2023
Q4 | $1.29K | Hold |
50
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q3 | $1.42K | Hold |
50
| – | – | ﹤0.01% | 1983 |
|
|
2023
Q2 | $1.2K | Hold |
50
| – | – | ﹤0.01% | 2004 |
|
|
2023
Q1 | $1.15K | Hold |
50
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q4 | $1.35K | Hold |
50
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2474 |
|
|
2022
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2629 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2850 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2744 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3003 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2782 |
|
|
2020
Q3 | – | Sell |
-114
| Closed | -$1K | – | 2646 |
|
|
2020
Q2 | $1K | Hold |
114
| – | – | ﹤0.01% | 2445 |
|
|
2020
Q1 | $1K | Hold |
114
| – | – | ﹤0.01% | 2355 |
|
|
2019
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 2286 |
|
|
2019
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 2140 |
|
|
2019
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q1 | $4K | Hold |
114
| – | – | ﹤0.01% | 2079 |
|
|
2018
Q4 | $3K | Buy |
114
+64
| +128% | +$1.68K | ﹤0.01% | 2100 |
|
|
2018
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2246 |
|
|
2018
Q1 | – | Sell |
-140
| Closed | -$4K | – | 2180 |
|
|
2017
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 1866 |
|
|
2017
Q3 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 1877 |
|