Cerity Partners’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 | $5.96M | Buy |
145,047
+29,635
| +26% | +$1.22M | 0.01% | 732 |
|
|
2025
Q1 | $3.79M | Buy |
115,412
+50,603
| +78% | +$1.66M | 0.01% | 835 |
|
|
2024
Q4 | $2.35M | Buy |
64,809
+33,258
| +105% | +$1.21M | 0.01% | 1031 |
|
|
2024
Q3 | $1.41M | Buy |
31,551
+10,988
| +53% | +$490K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $1.1M | Buy |
20,563
+7,787
| +61% | +$415K | ﹤0.01% | 1182 |
|
|
2024
Q1 | $771K | Buy |
12,776
+7,504
| +142% | +$453K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $293K | Buy |
+5,272
| New | +$293K | ﹤0.01% | 1521 |
|