AE Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,461
| Closed | -$332K | – | 2181 |
|
|
2024
Q4 | $332K | Buy |
9,461
+1,612
| +21% | +$56.5K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $350K | Sell |
7,849
-3,129
| -29% | -$139K | ﹤0.01% | 979 |
|
|
2024
Q2 | $586K | Buy |
10,978
+5,309
| +94% | +$283K | 0.01% | 842 |
|
|
2024
Q1 | $342K | Sell |
5,669
-3,096
| -35% | -$187K | ﹤0.01% | 927 |
|
|
2023
Q4 | $484K | Sell |
8,765
-379
| -4% | -$20.9K | ﹤0.01% | 1452 |
|
|
2023
Q3 | $521K | Buy |
+9,144
| New | +$521K | ﹤0.01% | 1353 |
|
|
2023
Q2 | – | Sell |
-5,088
| Closed | -$246K | – | 1933 |
|
|
2023
Q1 | $246K | Buy |
5,088
+113
| +2% | +$5.47K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $258K | Buy |
4,975
+402
| +9% | +$20.9K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $246K | Buy |
+4,573
| New | +$246K | ﹤0.01% | 1543 |
|
|
2022
Q1 | – | Sell |
-9,995
| Closed | -$328K | – | 1704 |
|
|
2021
Q4 | $328K | Sell |
9,995
-648
| -6% | -$21.3K | ﹤0.01% | 1412 |
|
|
2021
Q3 | $353K | Buy |
10,643
+747
| +8% | +$24.8K | ﹤0.01% | 1294 |
|
|
2021
Q2 | $326K | Sell |
9,896
-2,298
| -19% | -$75.7K | ﹤0.01% | 1307 |
|
|
2021
Q1 | $436K | Buy |
+12,194
| New | +$436K | ﹤0.01% | 1081 |
|