FWM
ForthRight Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Hold |
21,646
| – | – | 0.28% | 35 |
|
|
2025
Q1 | $712K | Hold |
21,646
| – | – | 0.24% | 37 |
|
|
2024
Q4 | $759K | Hold |
21,646
| – | – | 0.25% | 36 |
|
|
2024
Q3 | $965K | Hold |
21,646
| – | – | 0.32% | 30 |
|
|
2024
Q2 | $1.15M | Hold |
21,646
| – | – | 0.42% | 29 |
|
|
2024
Q1 | $1.31M | Hold |
21,646
| – | – | 0.47% | 29 |
|
|
2023
Q4 | $1.2M | Hold |
21,646
| – | – | 0.47% | 29 |
|
|
2023
Q3 | $1.23M | Hold |
21,646
| – | – | 0.53% | 28 |
|
|
2023
Q2 | $966K | Hold |
21,646
| – | – | 0.4% | 28 |
|
|
2023
Q1 | $1.05M | Hold |
21,646
| – | – | 0.48% | 26 |
|
|
2022
Q4 | $1.12M | Hold |
21,646
| – | – | 0.57% | 25 |
|
|
2022
Q3 | $1.17M | Hold |
21,646
| – | – | 0.68% | 23 |
|
|
2022
Q2 | $978K | Hold |
21,646
| – | – | 0.54% | 23 |
|
|
2022
Q1 | $863K | Hold |
21,646
| – | – | 0.45% | 24 |
|
|
2021
Q4 | $710K | Sell |
21,646
-1,540
| -7% | -$50.5K | 0.39% | 24 |
|
|
2021
Q3 | $768K | Hold |
23,186
| – | – | 0.47% | 22 |
|
|
2021
Q2 | $763K | Hold |
23,186
| – | – | 0.48% | 21 |
|
|
2021
Q1 | $830K | Sell |
23,186
-975
| -4% | -$34.9K | 0.56% | 20 |
|
|
2020
Q4 | $625K | Buy |
+24,161
| New | +$625K | 0.49% | 18 |
|