AE Wealth Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$273K Buy
2025
Q1
Sell
2024
Q4
$332K Buy
2024
Q3
$350K Sell
2024
Q2
$586K Buy
2024
Q1
$342K Sell
2023
Q4
$484K Sell
2023
Q3
$521K Buy
2023
Q2
Sell
2023
Q1
$246K Buy
2022
Q4
$258K Buy
2022
Q3
$246K Buy
2022
Q1
Sell
2021
Q4
$328K Sell
2021
Q3
$353K Buy
2021
Q2
$326K Sell
2021
Q1
$436K Buy