EverSource Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
6,804
+5,226
| +331% | +$215K | 0.01% | 701 |
|
|
2025
Q1 | $51.9K | Buy |
1,578
+644
| +69% | +$21.2K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $32.7K | Buy |
934
+327
| +54% | +$11.5K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $27.1K | Sell |
607
-546
| -47% | -$24.3K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $59.3K | Sell |
1,153
-70
| -6% | -$3.6K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $66.3K | Buy |
1,223
+134
| +12% | +$7.27K | 0.01% | 868 |
|
|
2023
Q4 | $60.5K | Sell |
1,089
-41
| -4% | -$2.28K | 0.01% | 825 |
|
|
2023
Q3 | $64.3K | Buy |
1,130
+37
| +3% | +$2.11K | 0.01% | 725 |
|
|
2023
Q2 | $48.8K | Buy |
1,093
+513
| +88% | +$22.9K | 0.01% | 847 |
|
|
2023
Q1 | $28.1K | Buy |
580
+148
| +34% | +$7.16K | ﹤0.01% | 967 |
|
|
2022
Q4 | $22.4K | Buy |
432
+17
| +4% | +$882 | ﹤0.01% | 1029 |
|
|
2022
Q3 | $22K | Sell |
415
-15
| -3% | -$795 | 0.01% | 867 |
|
|
2022
Q2 | $19K | Hold |
430
| – | – | ﹤0.01% | 840 |
|
|
2022
Q1 | $17K | Hold |
430
| – | – | ﹤0.01% | 760 |
|
|
2021
Q4 | $14K | Buy |
+430
| New | +$14K | ﹤0.01% | 821 |
|