HB Wealth Management’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
5,769
| – | – | ﹤0.01% | 1000 |
|
|
2025
Q1 | $250K | Buy |
+5,769
| New | +$250K | ﹤0.01% | 1021 |
|
|
2024
Q4 | – | Sell |
-4,689
| Closed | -$205K | – | 1063 |
|
|
2024
Q3 | $205K | Sell |
4,689
-315
| -6% | -$13.8K | ﹤0.01% | 875 |
|
|
2024
Q2 | $203K | Buy |
+5,004
| New | +$203K | ﹤0.01% | 836 |
|
|
2024
Q1 | – | Sell |
-5,769
| Closed | -$249K | – | 850 |
|
|
2023
Q4 | $249K | Hold |
5,769
| – | – | ﹤0.01% | 673 |
|
|
2023
Q3 | $242K | Hold |
5,769
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $315K | Sell |
5,769
-2,915
| -34% | -$159K | 0.01% | 531 |
|
|
2023
Q1 | $412K | Hold |
8,684
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $393K | Hold |
8,684
| – | – | 0.01% | 452 |
|
|
2022
Q3 | $442K | Hold |
8,684
| – | – | 0.01% | 359 |
|
|
2022
Q2 | $423K | Hold |
8,684
| – | – | 0.01% | 373 |
|
|
2022
Q1 | $382K | Hold |
8,684
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $371K | Buy |
+8,684
| New | +$371K | 0.01% | 349 |
|