Carson Wealth (CWM LLC)’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
112,573
+49,361
| +78% | +$2.03M | 0.02% | 613 |
|
|
2025
Q1 | $2.08M | Buy |
63,212
+35,286
| +126% | +$1.16M | 0.01% | 820 |
|
|
2024
Q4 | $979K | Buy |
27,926
+13,301
| +91% | +$466K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $652K | Buy |
14,625
+4,434
| +44% | +$198K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $544K | Buy |
10,191
+6,796
| +200% | +$363K | ﹤0.01% | 1158 |
|
|
2024
Q1 | $205K | Buy |
3,395
+739
| +28% | +$44.6K | ﹤0.01% | 1509 |
|
|
2023
Q4 | $148K | Sell |
2,656
-286
| -10% | -$15.9K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $168K | Buy |
2,942
+458
| +18% | +$26.2K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $111K | Buy |
2,484
+206
| +9% | +$9.21K | ﹤0.01% | 1517 |
|
|
2023
Q1 | $110K | Sell |
2,278
-188
| -8% | -$9.08K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $128K | Buy |
2,466
+176
| +8% | +$9.14K | ﹤0.01% | 1266 |
|
|
2022
Q3 | $123K | Buy |
2,290
+476
| +26% | +$25.6K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $82K | Buy |
1,814
+205
| +13% | +$9.27K | ﹤0.01% | 1389 |
|
|
2022
Q1 | $64K | Buy |
1,609
+485
| +43% | +$19.3K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $37K | Buy |
+1,124
| New | +$37K | ﹤0.01% | 1694 |
|
|
2021
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q1 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q4 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q3 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q1 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2019
Q4 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2019
Q3 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2019
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1550 |
|
|
2019
Q1 | $35K | Buy |
1,073
+977
| +1,018% | +$31.9K | ﹤0.01% | 1550 |
|
|
2018
Q4 | $5K | Sell |
96
-27
| -22% | -$1.41K | ﹤0.01% | 1511 |
|
|
2018
Q3 | $9K | Buy |
123
+52
| +73% | +$3.81K | ﹤0.01% | 1179 |
|
|
2018
Q2 | $5K | Sell |
71
-22
| -24% | -$1.55K | ﹤0.01% | 1183 |
|
|
2018
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q3 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1195 |
|
|
2016
Q4 | – | Sell |
-180
| Closed | -$4K | – | 1115 |
|
|
2016
Q3 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 839 |
|