Creative Planning’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 | $2.79M | Buy |
67,874
+37,968
| +127% | +$1.56M | ﹤0.01% | 1079 |
|
|
2025
Q1 | $983K | Sell |
29,906
-1,204
| -4% | -$39.6K | ﹤0.01% | 1725 |
|
|
2024
Q4 | $1.09M | Sell |
31,110
-25,828
| -45% | -$905K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $2.54M | Buy |
56,938
+9,519
| +20% | +$424K | ﹤0.01% | 943 |
|
|
2024
Q2 | $2.53M | Buy |
47,419
+13,837
| +41% | +$738K | ﹤0.01% | 881 |
|
|
2024
Q1 | $2.03M | Buy |
33,582
+544
| +2% | +$32.8K | ﹤0.01% | 947 |
|
|
2023
Q4 | $1.84M | Buy |
33,038
+1,538
| +5% | +$85.5K | ﹤0.01% | 946 |
|
|
2023
Q3 | $1.79M | Buy |
31,500
+3,042
| +11% | +$173K | ﹤0.01% | 892 |
|
|
2023
Q2 | $1.27M | Buy |
28,458
+16,455
| +137% | +$734K | ﹤0.01% | 1001 |
|
|
2023
Q1 | $581K | Sell |
12,003
-2,797
| -19% | -$135K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $768K | Buy |
14,800
+7,040
| +91% | +$365K | ﹤0.01% | 1162 |
|
|
2022
Q3 | $418K | Buy |
7,760
+2,304
| +42% | +$124K | ﹤0.01% | 1432 |
|
|
2022
Q2 | $246K | Buy |
+5,456
| New | +$246K | ﹤0.01% | 1735 |
|
|
2020
Q1 | – | Sell |
-20,739
| Closed | -$1.05M | – | 1774 |
|
|
2019
Q4 | $1.05M | Buy |
20,739
+977
| +5% | +$49.6K | ﹤0.01% | 764 |
|
|
2019
Q3 | $1.06M | Sell |
19,762
-635
| -3% | -$34.1K | ﹤0.01% | 723 |
|
|
2019
Q2 | $944K | Sell |
20,397
-190
| -0.9% | -$8.79K | ﹤0.01% | 774 |
|
|
2019
Q1 | $1.01M | Sell |
20,587
-709
| -3% | -$34.9K | ﹤0.01% | 730 |
|
|
2018
Q4 | $1.09M | Sell |
21,296
-12,034
| -36% | -$615K | ﹤0.01% | 632 |
|
|
2018
Q3 | $2.33M | Buy |
33,330
+1,235
| +4% | +$86.3K | 0.01% | 435 |
|
|
2018
Q2 | $2.2M | Buy |
32,095
+493
| +2% | +$33.7K | 0.01% | 441 |
|
|
2018
Q1 | $1.54M | Buy |
31,602
+5,759
| +22% | +$281K | 0.01% | 532 |
|
|
2017
Q4 | $1.32M | Sell |
25,843
-7,175
| -22% | -$368K | 0.01% | 581 |
|
|
2017
Q3 | $1.19M | Buy |
33,018
+1,455
| +5% | +$52.4K | 0.01% | 635 |
|
|
2017
Q2 | $867K | Buy |
31,563
+2,851
| +10% | +$78.3K | ﹤0.01% | 746 |
|
|
2017
Q1 | $814K | Sell |
28,712
-1,781
| -6% | -$50.5K | ﹤0.01% | 749 |
|
|
2016
Q4 | $999K | Buy |
30,493
+3,751
| +14% | +$123K | 0.01% | 620 |
|
|
2016
Q3 | $655K | Buy |
26,742
+9,560
| +56% | +$234K | ﹤0.01% | 757 |
|
|
2016
Q2 | $408K | Buy |
17,182
+8,155
| +90% | +$194K | ﹤0.01% | 881 |
|
|
2016
Q1 | $319K | Buy |
9,027
+3,214
| +55% | +$114K | ﹤0.01% | 955 |
|
|
2015
Q4 | $232K | Sell |
5,813
-385
| -6% | -$15.4K | ﹤0.01% | 1110 |
|
|
2015
Q3 | $303K | Buy |
+6,198
| New | +$303K | ﹤0.01% | 960 |
|
|
2015
Q2 | – | Sell |
-8,805
| Closed | -$355K | – | 1488 |
|
|
2015
Q1 | $355K | Sell |
8,805
-6,177
| -41% | -$249K | ﹤0.01% | 905 |
|
|
2014
Q4 | $562K | Buy |
14,982
+991
| +7% | +$37.2K | 0.01% | 652 |
|
|
2014
Q3 | $611K | Sell |
13,991
-9,435
| -40% | -$412K | 0.01% | 574 |
|
|
2014
Q2 | $1.02M | Sell |
23,426
-7,731
| -25% | -$338K | 0.01% | 382 |
|
|
2014
Q1 | $1.48M | Buy |
31,157
+19,430
| +166% | +$924K | 0.02% | 262 |
|
|
2013
Q4 | $583K | Sell |
11,727
-1,866
| -14% | -$92.8K | 0.01% | 475 |
|
|
2013
Q3 | $572K | Buy |
13,593
+3,908
| +40% | +$164K | 0.01% | 411 |
|
|
2013
Q2 | $414K | Buy |
+9,685
| New | +$414K | 0.01% | 455 |
|