Summit Trail Advisors’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
Sell
-7,400
Closed -$320K 1126
2025
Q1
$320K Sell
7,400
-4,000
-35% -$173K 0.01% 318
2024
Q4
$482K Buy
+11,400
New +$482K 0.02% 226