Exencial Wealth Advisors’s HF Sinclair DINO Stock Holding History

Exencial Wealth Advisors’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$495K	Buy
2025 Q2	$383K	Buy
2025 Q1	$303K	Sell
2024 Q4	$324K	Sell
2024 Q3	$412K	Sell
2024 Q2	$496K	Buy