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
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