Focus Partners 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
$679K Sell
16,536
-2,864
-15% -$118K ﹤0.01% 1285
2025
Q1
$638K Buy
19,400
+8,102
+72% +$266K ﹤0.01% 1224
2024
Q4
$396K Buy
11,298
+6,025
+114% +$211K ﹤0.01% 1411
2024
Q3
$235K Buy
+5,273
New +$235K ﹤0.01% 1385