Advisory Research’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,953
| Closed | -$533K | – | 155 |
|
2024
Q3 | $533K | Sell |
11,953
-389
| -3% | -$17.3K | 0.09% | 133 |
|
2024
Q2 | $658K | Buy |
12,342
+800
| +7% | +$42.7K | 0.12% | 127 |
|
2024
Q1 | $697K | Buy |
11,542
+305
| +3% | +$18.4K | 0.14% | 118 |
|
2023
Q4 | $624K | Sell |
11,237
-1,465
| -12% | -$81.4K | 0.1% | 211 |
|
2023
Q3 | $723K | Sell |
12,702
-527
| -4% | -$30K | 0.1% | 231 |
|
2023
Q2 | $590K | Buy |
13,229
+539
| +4% | +$24K | 0.08% | 270 |
|
2023
Q1 | $614K | Buy |
+12,690
| New | +$614K | 0.1% | 226 |
|