Forum Financial 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
2026
Q1
Sell
2025
Q4
$436K Buy
2025
Q3
$496K Buy
2025
Q2
$232K Sell
2025
Q1
$208K Sell
2024
Q4
$222K Buy
2024
Q3
$264K Sell
2024
Q2
$321K Sell
2024
Q1
$366K Hold
2023
Q4
$337K Hold
2023
Q3
$345K Hold
2023
Q2
$270K Buy
2023
Q1
$235K Hold
2022
Q4
$252K Hold
2022
Q3
$262K Hold
2022
Q2
$220K Buy