Corient Private Wealth’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 | $1.7M | Buy |
41,478
+11,477
| +38% | +$471K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $986K | Sell |
30,001
-3,338
| -10% | -$110K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $1.17M | Buy |
33,339
+1,896
| +6% | +$66.5K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $1.4M | Sell |
31,443
-17,842
| -36% | -$795K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $2.63M | Buy |
49,285
+12,771
| +35% | +$681K | ﹤0.01% | 912 |
|
|
2024
Q1 | $2.2M | Buy |
36,514
+4,139
| +13% | +$250K | ﹤0.01% | 978 |
|
|
2023
Q4 | $1.8M | Buy |
32,375
+8,693
| +37% | +$483K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $1.35M | Buy |
23,682
+385
| +2% | +$21.9K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $1.04M | Buy |
23,297
+15,684
| +206% | +$700K | ﹤0.01% | 1134 |
|
|
2023
Q1 | $368K | Buy |
7,613
+2,322
| +44% | +$112K | ﹤0.01% | 1498 |
|
|
2022
Q4 | $276K | Buy |
+5,291
| New | +$276K | ﹤0.01% | 1363 |
|