Rothschild Investment LLC’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 | $2.86K | Buy |
135
+30
| +29% | +$635 | ﹤0.01% | 1820 |
|
|
2025
Q1 | $1.58K | Buy |
105
+10
| +11% | +$151 | ﹤0.01% | 2048 |
|
|
2024
Q4 | $1.76K | Buy |
95
+5
| +6% | +$93 | ﹤0.01% | 1886 |
|
|
2024
Q3 | $1.69K | Sell |
90
-805
| -90% | -$15.1K | ﹤0.01% | 1815 |
|
|
2024
Q2 | $22.2K | Buy |
895
+40
| +5% | +$990 | ﹤0.01% | 946 |
|
|
2024
Q1 | $26.3K | Buy |
855
+5
| +0.6% | +$154 | ﹤0.01% | 866 |
|
|
2023
Q4 | $21.9K | Buy |
+850
| New | +$21.9K | ﹤0.01% | 834 |
|
|
2019
Q3 | – | Sell |
-6,050
| Closed | -$245K | – | 390 |
|
|
2019
Q2 | $245K | Hold |
6,050
| – | – | 0.03% | 335 |
|
|
2019
Q1 | $220K | Buy |
+6,050
| New | +$220K | 0.03% | 346 |
|
|
2018
Q4 | – | Sell |
-5,550
| Closed | -$235K | – | 374 |
|
|
2018
Q3 | $235K | Buy |
+5,550
| New | +$235K | 0.03% | 340 |
|