Capital Advisors Wealth Management’s HF Sinclair DINO Stock Holding History

Capital Advisors Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$224K	Sell
2025 Q2	$217K	Sell
2025 Q1	$215K	Sell
2024 Q4	$300K	Buy
2024 Q3	$320K	Sell
2024 Q2	$427K	Sell
2024 Q1	$491K	Buy
2023 Q4	$442K	Buy
2023 Q3	$368K	Buy