CWM
Cadence Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
18,670
+1,698
| +10% | +$69.8K | 0.51% | 25 |
|
|
2025
Q1 | $558K | Buy |
16,972
+5,418
| +47% | +$178K | 0.41% | 27 |
|
|
2024
Q4 | $405K | Buy |
11,554
+2,246
| +24% | +$78.7K | 0.27% | 34 |
|
|
2024
Q3 | $415K | Buy |
9,308
+195
| +2% | +$8.69K | 0.34% | 28 |
|
|
2024
Q2 | $486K | Buy |
9,113
+797
| +10% | +$42.5K | 0.34% | 29 |
|
|
2024
Q1 | $502K | Sell |
8,316
-114
| -1% | -$6.88K | 0.52% | 17 |
|
|
2023
Q4 | $468K | Buy |
8,430
+885
| +12% | +$49.2K | 0.37% | 22 |
|
|
2023
Q3 | $430K | Buy |
7,545
+1,350
| +22% | +$76.9K | 0.36% | 22 |
|
|
2023
Q2 | $276K | Buy |
+6,195
| New | +$276K | 0.27% | 27 |
|