Foundations Investment Advisors’s HF Sinclair DINO Stock Holding History

Foundations Investment Advisors’s Portfolio DINO Stock Details DINO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$241K	Buy
2024 Q4	–	Sell
2024 Q3	$250K	Hold
2024 Q2	$299K	Buy
2023 Q2	–	Sell
2023 Q1	$281K	Sell
2022 Q4	$833K	Buy
2022 Q3	$788K	Buy