Forum Financial Management’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 | $232K | Sell |
5,654
-683
| -11% | -$28.1K | ﹤0.01% | 814 |
|
|
2025
Q1 | $208K | Sell |
6,337
-8
| -0.1% | -$263 | ﹤0.01% | 795 |
|
|
2024
Q4 | $222K | Buy |
6,345
+424
| +7% | +$14.9K | ﹤0.01% | 791 |
|
|
2024
Q3 | $264K | Sell |
5,921
-105
| -2% | -$4.68K | ﹤0.01% | 577 |
|
|
2024
Q2 | $321K | Sell |
6,026
-36
| -0.6% | -$1.92K | 0.01% | 451 |
|
|
2024
Q1 | $366K | Hold |
6,062
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $337K | Hold |
6,062
| – | – | 0.01% | 407 |
|
|
2023
Q3 | $345K | Hold |
6,062
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $270K | Buy |
6,062
+1,200
| +25% | +$53.5K | 0.01% | 472 |
|
|
2023
Q1 | $235K | Hold |
4,862
| – | – | 0.01% | 487 |
|
|
2022
Q4 | $252K | Hold |
4,862
| – | – | 0.01% | 447 |
|
|
2022
Q3 | $262K | Hold |
4,862
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $220K | Buy |
+4,862
| New | +$220K | 0.01% | 474 |
|