Exencial Wealth Advisors’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	$383K	Buy	9,326 +108	+1%	+$4.44K	0.01%	410
2025 Q1	$303K	Sell	9,218 -17	-0.2%	-$559	0.01%	426
2024 Q4	$324K	Sell	9,235 -10	-0.1%	-$351	0.01%	412
2024 Q3	$412K	Sell	9,245 -61	-0.7%	-$2.72K	0.01%	385
2024 Q2	$496K	Buy	+9,306	New	+$496K	0.02%	351