Cadence 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
2025
Q2
$767K Buy
2025
Q1
$558K Buy
2024
Q4
$405K Buy
2024
Q3
$415K Buy
2024
Q2
$486K Buy
2024
Q1
$502K Sell
2023
Q4
$468K Buy
2023
Q3
$430K Buy
2023
Q2
$276K Buy