Allworth Financial’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
3,155
+1,821
| +137% | +$74.8K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $40.8K | Buy |
1,334
+1,130
| +554% | +$34.5K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $7.23K | Sell |
204
-29
| -12% | -$1.03K | ﹤0.01% | 2585 |
|
|
2024
Q3 | $10.4K | Buy |
233
+68
| +41% | +$3.03K | ﹤0.01% | 2235 |
|
|
2024
Q2 | $7.99K | Buy |
165
+52
| +46% | +$2.52K | ﹤0.01% | 2322 |
|
|
2024
Q1 | $6.82K | Buy |
113
+12
| +12% | +$724 | ﹤0.01% | 2270 |
|
|
2023
Q4 | $5.61K | Buy |
101
+38
| +60% | +$2.11K | ﹤0.01% | 2228 |
|
|
2023
Q3 | $3.59K | Buy |
63
+50
| +385% | +$2.85K | ﹤0.01% | 2272 |
|
|
2023
Q2 | $580 | Sell |
13
-348
| -96% | -$15.5K | ﹤0.01% | 2863 |
|
|
2023
Q1 | $17.5K | Sell |
361
-12
| -3% | -$581 | ﹤0.01% | 1540 |
|
|
2022
Q4 | $19.4K | Buy |
373
+19
| +5% | +$986 | ﹤0.01% | 1377 |
|
|
2022
Q3 | $19K | Buy |
354
+293
| +480% | +$15.7K | ﹤0.01% | 1308 |
|
|
2022
Q2 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 1878 |
|
|
2021
Q4 | – | Sell |
-387
| Closed | -$13K | – | 1969 |
|
|
2021
Q3 | $13K | Buy |
+387
| New | +$13K | ﹤0.01% | 1174 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$12K | – | 1217 |
|
|
2020
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 657 |
|
|
2018
Q3 | – | Sell |
-94
| Closed | -$6K | – | 904 |
|
|
2018
Q2 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 592 |
|