EverSource Wealth Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $51.9K | Buy |
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|
2024
Q4 | $32.7K | Buy |
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|
2024
Q3 | $27.1K | Sell |
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|
2024
Q2 | $59.3K | Sell |
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|
2024
Q1 | $66.3K | Buy |
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|
2023
Q4 | $60.5K | Sell |
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|
2023
Q3 | $64.3K | Buy |
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|
2023
Q2 | $48.8K | Buy |
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|
2023
Q1 | $28.1K | Buy |
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|
2022
Q4 | $22.4K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $14K | Buy |
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