Summit Trail 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 | $283K | Sell |
13,369
-9,488
| -42% | -$201K | ﹤0.01% | 946 |
|
|
2025
Q1 | $344K | Sell |
22,857
-7,696
| -25% | -$116K | 0.01% | 298 |
|
|
2024
Q4 | $565K | Buy |
+30,553
| New | +$565K | 0.02% | 195 |
|
|
2018
Q1 | – | Sell |
-62
| Closed | -$2K | – | 752 |
|
|
2017
Q4 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1629 |
|