SVB Wealth’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 |
-1,224
| Closed | -$53K | – | 809 |
|
|
2025
Q1 | $53K | Buy |
+1,224
| New | +$53K | ﹤0.01% | 531 |
|
|
2023
Q3 | – | Sell |
-4,249
| Closed | -$232K | – | 881 |
|
|
2023
Q2 | $232K | Sell |
4,249
-580
| -12% | -$31.7K | ﹤0.01% | 769 |
|
|
2023
Q1 | $229K | Sell |
4,829
-516
| -10% | -$24.5K | ﹤0.01% | 834 |
|
|
2022
Q4 | $242K | Buy |
+5,345
| New | +$242K | ﹤0.01% | 832 |
|
|
2021
Q4 | – | Sell |
-8,458
| Closed | -$383K | – | 851 |
|
|
2021
Q3 | $383K | Buy |
8,458
+832
| +11% | +$37.7K | ﹤0.01% | 687 |
|
|
2021
Q2 | $320K | Buy |
7,626
+1,243
| +19% | +$52.2K | ﹤0.01% | 731 |
|
|
2021
Q1 | $229K | Buy |
+6,383
| New | +$229K | ﹤0.01% | 787 |
|