FIA
Foundations Investment Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+5,867
| New | +$241K | ﹤0.01% | 818 |
|
|
2024
Q4 | – | Sell |
-5,600
| Closed | -$250K | – | 851 |
|
|
2024
Q3 | $250K | Hold |
5,600
| – | – | 0.01% | 692 |
|
|
2024
Q2 | $299K | Buy |
+5,600
| New | +$299K | 0.01% | 608 |
|
|
2023
Q2 | – | Sell |
-5,814
| Closed | -$281K | – | 580 |
|
|
2023
Q1 | $281K | Sell |
5,814
-10,234
| -64% | -$495K | 0.01% | 410 |
|
|
2022
Q4 | $833K | Buy |
16,048
+1,412
| +10% | +$73.3K | 0.03% | 220 |
|
|
2022
Q3 | $788K | Buy |
+14,636
| New | +$788K | 0.03% | 194 |
|