Carson Wealth (CWM LLC)’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
Q3 | $5.95M | Buy |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $9K | Buy |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4K | Buy |
|