DWA
Delos Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8K | Buy |
+1,700
| New | +$69.8K | 0.05% | 80 |
|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$59.6K | – | 85 |
|
|
2024
Q4 | $59.6K | Hold |
1,700
| – | – | 0.05% | 70 |
|
|
2024
Q3 | $75.8K | Buy |
+1,700
| New | +$75.8K | 0.07% | 74 |
|
|
2023
Q4 | – | Sell |
-350
| Closed | -$19.3K | – | 353 |
|
|
2023
Q3 | $19.3K | Hold |
350
| – | – | 0.02% | 106 |
|
|
2023
Q2 | $15.6K | Hold |
350
| – | – | 0.02% | 111 |
|
|
2023
Q1 | $16.9K | Hold |
350
| – | – | 0.02% | 106 |
|
|
2022
Q4 | $18.2K | Hold |
350
| – | – | 0.03% | 100 |
|
|
2022
Q3 | $19K | Hold |
350
| – | – | 0.02% | 92 |
|
|
2022
Q2 | $16K | Hold |
350
| – | – | 0.02% | 104 |
|
|
2022
Q1 | $14K | Hold |
350
| – | – | 0.01% | 137 |
|
|
2021
Q4 | $11K | Buy |
+350
| New | +$11K | 0.01% | 196 |
|