ForthRight Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Hold |
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|
2025
Q1 | $712K | Hold |
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|
2024
Q4 | $759K | Hold |
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|
2024
Q3 | $965K | Hold |
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.31M | Hold |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $966K | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $978K | Hold |
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|
2022
Q1 | $863K | Hold |
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|
2021
Q4 | $710K | Sell |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $763K | Hold |
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|
2021
Q1 | $830K | Sell |
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|
2020
Q4 | $625K | Buy |
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