B. Riley Wealth Advisors’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 | $375K | Sell |
10,698
-1,091
| -9% | -$38.2K | 0.01% | 786 |
|
|
2024
Q3 | $530K | Sell |
11,789
-5,085
| -30% | -$229K | 0.01% | 721 |
|
|
2024
Q2 | $900K | Sell |
16,874
-6,655
| -28% | -$355K | 0.02% | 575 |
|
|
2024
Q1 | $1.34M | Buy |
23,529
+4,815
| +26% | +$274K | 0.04% | 444 |
|
|
2023
Q4 | $1.04M | Sell |
18,714
-4,815
| -20% | -$268K | 0.03% | 512 |
|
|
2023
Q3 | $1.34M | Sell |
23,529
-1,280
| -5% | -$72.9K | 0.04% | 444 |
|
|
2023
Q2 | $1.11M | Buy |
24,809
+11,115
| +81% | +$496K | 0.02% | 533 |
|
|
2023
Q1 | $663K | Buy |
13,694
+907
| +7% | +$43.9K | 0.02% | 699 |
|
|
2022
Q4 | $664K | Buy |
+12,787
| New | +$664K | 0.02% | 683 |
|
|
2018
Q2 | – | Sell |
-6,107
| Closed | -$299K | – | 684 |
|
|
2018
Q1 | $299K | Sell |
6,107
-7,900
| -56% | -$387K | 0.04% | 453 |
|
|
2017
Q4 | $718K | Buy |
14,007
+6,297
| +82% | +$323K | 0.1% | 234 |
|
|
2017
Q3 | $278K | Buy |
+7,710
| New | +$278K | 0.05% | 397 |
|
|
2016
Q2 | – | Sell |
-7,668
| Closed | -$271K | – | 622 |
|
|
2016
Q1 | $271K | Buy |
7,668
+1,259
| +20% | +$44.5K | 0.06% | 375 |
|
|
2015
Q4 | $256K | Buy |
6,409
+4
| +0.1% | +$160 | 0.05% | 416 |
|
|
2015
Q3 | $313K | Buy |
+6,405
| New | +$313K | 0.08% | 342 |
|
|
2015
Q2 | – | Sell |
-6,703
| Closed | -$269K | – | 552 |
|
|
2015
Q1 | $269K | Buy |
6,703
+1,741
| +35% | +$69.9K | 0.07% | 392 |
|
|
2014
Q4 | $186 | Buy |
4,962
+38
| +0.8% | +$1 | ﹤0.01% | 1413 |
|
|
2014
Q3 | $215K | Sell |
4,924
-5,299
| -52% | -$231K | 0.06% | 485 |
|
|
2014
Q2 | $232K | Buy |
10,223
+5,299
| +108% | +$120K | 0.05% | 400 |
|
|
2014
Q1 | $234K | Sell |
4,924
-778
| -14% | -$37K | 0.07% | 331 |
|
|
2013
Q4 | $283K | Sell |
5,702
-86
| -1% | -$4.27K | 0.09% | 249 |
|
|
2013
Q3 | $244K | Buy |
5,788
+864
| +18% | +$36.4K | 0.08% | 272 |
|
|
2013
Q2 | $211K | Buy |
+4,924
| New | +$211K | 0.07% | 304 |
|