Evergreen 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 | $1.51M | Buy |
36,692
+7,014
| +24% | +$288K | 0.63% | 45 |
|
|
2025
Q1 | $976K | Buy |
29,678
+2,924
| +11% | +$96.1K | 0.46% | 49 |
|
|
2024
Q4 | $938K | Buy |
26,754
+392
| +1% | +$13.7K | 0.44% | 51 |
|
|
2024
Q3 | $1.17M | Buy |
26,362
+615
| +2% | +$27.4K | 0.54% | 47 |
|
|
2024
Q2 | $1.37M | Sell |
25,747
-336
| -1% | -$17.9K | 0.68% | 44 |
|
|
2024
Q1 | $1.57M | Sell |
26,083
-18,897
| -42% | -$1.14M | 0.79% | 40 |
|
|
2023
Q4 | $2.5M | Buy |
+44,980
| New | +$2.5M | 1.35% | 33 |
|