Clearstead Advisors’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 | $59K | Sell |
1,435
-322
| -18% | -$13.2K | ﹤0.01% | 1235 |
|
2025
Q1 | $57.8K | Buy |
1,757
+1,669
| +1,897% | +$54.9K | ﹤0.01% | 1137 |
|
2024
Q4 | $3.07K | Buy |
88
+3
| +4% | +$105 | ﹤0.01% | 1788 |
|
2024
Q3 | $3.79K | Hold |
85
| – | – | ﹤0.01% | 1753 |
|
2024
Q2 | $4.53K | Hold |
85
| – | – | ﹤0.01% | 1698 |
|
2024
Q1 | $4.78K | Hold |
85
| – | – | ﹤0.01% | 1181 |
|
2023
Q4 | $4.72K | Sell |
85
-7
| -8% | -$389 | ﹤0.01% | 1169 |
|
2023
Q3 | $5.24K | Buy |
+92
| New | +$5.24K | ﹤0.01% | 1232 |
|
2021
Q3 | – | Sell |
-70
| Closed | -$2K | – | 1306 |
|
2021
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1033 |
|