JFS Wealth 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
Q1 | – | Sell |
-1
| Closed | -$19 | – | 1950 |
|
|
2024
Q4 | $19 | Sell |
1
-2
| -67% | -$38 | ﹤0.01% | 1930 |
|
|
2024
Q3 | $57 | Sell |
3
-10
| -77% | -$190 | ﹤0.01% | 1925 |
|
|
2024
Q2 | $322 | Hold |
13
| – | – | ﹤0.01% | 1857 |
|
|
2024
Q1 | $400 | Sell |
13
-1
| -7% | -$31 | ﹤0.01% | 1823 |
|
|
2023
Q4 | $362 | Buy |
14
+2
| +17% | +$52 | ﹤0.01% | 1845 |
|
|
2023
Q3 | $341 | Buy |
12
+2
| +20% | +$57 | ﹤0.01% | 1800 |
|
|
2023
Q2 | $240 | Buy |
10
+1
| +11% | +$24 | ﹤0.01% | 1858 |
|
|
2023
Q1 | $207 | Hold |
9
| – | – | ﹤0.01% | 1821 |
|
|
2022
Q4 | $243 | Buy |
9
+2
| +29% | +$54 | ﹤0.01% | 1819 |
|
|
2022
Q3 | $0 | Buy |
7
+6
| +600% | – | ﹤0.01% | 1781 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1754 |
|