Capital Advisors Wealth Management’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 | $217K | Sell |
5,291
-1,235
| -19% | -$50.7K | 0.03% | 181 |
|
|
2025
Q1 | $215K | Sell |
6,526
-2,034
| -24% | -$66.9K | 0.04% | 171 |
|
|
2024
Q4 | $300K | Buy |
8,560
+1,381
| +19% | +$48.4K | 0.05% | 134 |
|
|
2024
Q3 | $320K | Sell |
7,179
-825
| -10% | -$36.8K | 0.06% | 127 |
|
|
2024
Q2 | $427K | Sell |
8,004
-131
| -2% | -$6.99K | 0.08% | 95 |
|
|
2024
Q1 | $491K | Buy |
8,135
+190
| +2% | +$11.5K | 0.1% | 87 |
|
|
2023
Q4 | $442K | Buy |
7,945
+1,488
| +23% | +$82.7K | 0.1% | 89 |
|
|
2023
Q3 | $368K | Buy |
+6,457
| New | +$368K | 0.1% | 91 |
|