IFP Advisors’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 | – | Sell |
-14
| Closed | -$211 | – | 2974 |
|
|
2025
Q1 | $211 | Hold |
14
| – | – | ﹤0.01% | 3650 |
|
|
2024
Q4 | $259 | Buy |
+14
| New | +$259 | ﹤0.01% | 3618 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$24.8K | – | 3340 |
|
|
2024
Q2 | $24.8K | Hold |
1,000
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q1 | $30.7K | Hold |
1,000
| – | – | ﹤0.01% | 1776 |
|
|
2023
Q4 | $25.8K | Hold |
1,000
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q3 | $28.4K | Buy |
+1,000
| New | +$28.4K | ﹤0.01% | 1783 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2.98K | – | 3474 |
|
|
2023
Q1 | $2.98K | Sell |
50
-534
| -91% | -$31.8K | ﹤0.01% | 2766 |
|
|
2022
Q4 | $36K | Buy |
584
+85
| +17% | +$5.24K | ﹤0.01% | 2459 |
|
|
2022
Q3 | $30K | Buy |
+499
| New | +$30K | ﹤0.01% | 2761 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3613 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3345 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3264 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3175 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$13K | – | 3041 |
|
|
2020
Q2 | $13K | Buy |
+750
| New | +$13K | ﹤0.01% | 1713 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$2K | – | 2922 |
|
|
2019
Q4 | $2K | Sell |
57
-11
| -16% | -$386 | ﹤0.01% | 2488 |
|
|
2019
Q3 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 2513 |
|
|
2019
Q1 | – | Sell |
-117
| Closed | -$4K | – | 2587 |
|
|
2018
Q4 | $4K | Hold |
117
| – | – | ﹤0.01% | 2878 |
|
|
2018
Q3 | $5K | Sell |
117
-154
| -57% | -$6.58K | ﹤0.01% | 3151 |
|
|
2018
Q2 | $14K | Buy |
271
+93
| +52% | +$4.8K | ﹤0.01% | 2644 |
|
|
2018
Q1 | $6K | Hold |
178
| – | – | ﹤0.01% | 3062 |
|
|
2017
Q4 | $6K | Hold |
178
| – | – | ﹤0.01% | 3059 |
|
|
2017
Q3 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 3333 |
|
|
2017
Q2 | – | Sell |
-17
| Closed | – | – | 4064 |
|
|
2017
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 3988 |
|
|
2016
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 3975 |
|
|
2016
Q3 | $0 | Sell |
17
-1,673
| -99% | – | ﹤0.01% | 3909 |
|
|
2016
Q2 | $22K | Buy |
+1,690
| New | +$22K | ﹤0.01% | 2270 |
|
|
2016
Q1 | – | Sell |
-1,333
| Closed | -$33K | – | 2601 |
|
|
2015
Q4 | $33K | Buy |
+1,333
| New | +$33K | ﹤0.01% | 1848 |
|