Geneos Wealth 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 | $20.4K | Sell |
496
-844
| -63% | -$34.7K | ﹤0.01% | 2022 |
|
|
2025
Q1 | $44.1K | Buy |
1,340
+1,159
| +640% | +$38.1K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $6.34K | Sell |
181
-111
| -38% | -$3.89K | ﹤0.01% | 2239 |
|
|
2024
Q3 | $13K | Buy |
292
+280
| +2,333% | +$12.5K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $640 | Hold |
12
| – | – | ﹤0.01% | 2029 |
|
|
2024
Q1 | $724 | Hold |
12
| – | – | ﹤0.01% | 2080 |
|
|
2023
Q4 | $667 | Buy |
+12
| New | +$667 | ﹤0.01% | 2062 |
|
|
2022
Q3 | – | Sell |
-316
| Closed | -$14K | – | 2153 |
|
|
2022
Q2 | $14K | Hold |
316
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q1 | $12K | Hold |
316
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q4 | $10K | Hold |
316
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q3 | $10K | Sell |
316
-469
| -60% | -$14.8K | ﹤0.01% | 2214 |
|
|
2021
Q2 | $25K | Hold |
785
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $27K | Hold |
785
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q4 | $28K | Sell |
785
-68
| -8% | -$2.43K | ﹤0.01% | 1726 |
|
|
2020
Q3 | $17K | Buy |
853
+1
| +0.1% | +$20 | ﹤0.01% | 1723 |
|
|
2020
Q2 | $24K | Buy |
852
+1
| +0.1% | +$28 | ﹤0.01% | 1536 |
|
|
2020
Q1 | $20K | Sell |
851
-774
| -48% | -$18.2K | ﹤0.01% | 1509 |
|
|
2019
Q4 | $82K | Buy |
1,625
+18
| +1% | +$908 | ﹤0.01% | 1027 |
|
|
2019
Q3 | $86K | Buy |
1,607
+462
| +40% | +$24.7K | 0.01% | 946 |
|
|
2019
Q2 | $52K | Sell |
1,145
-1,100
| -49% | -$50K | ﹤0.01% | 1159 |
|
|
2019
Q1 | $110K | Sell |
2,245
-86
| -4% | -$4.21K | 0.01% | 829 |
|
|
2018
Q4 | $119K | Buy |
2,331
+952
| +69% | +$48.6K | 0.01% | 778 |
|
|
2018
Q3 | $96K | Hold |
1,379
| – | – | 0.01% | 896 |
|
|
2018
Q2 | $94K | Hold |
1,379
| – | – | 0.01% | 810 |
|
|
2018
Q1 | $67K | Sell |
1,379
-13
| -0.9% | -$632 | 0.01% | 889 |
|
|
2017
Q4 | $71K | Hold |
1,392
| – | – | 0.01% | 866 |
|
|
2017
Q3 | $50K | Buy |
1,392
+1
| +0.1% | +$36 | 0.01% | 938 |
|
|
2017
Q2 | $38K | Sell |
1,391
-299
| -18% | -$8.17K | ﹤0.01% | 1035 |
|
|
2017
Q1 | $47K | Hold |
1,690
| – | – | ﹤0.01% | 906 |
|
|
2016
Q4 | $55K | Buy |
1,690
+1
| +0.1% | +$33 | 0.01% | 803 |
|
|
2016
Q3 | $41K | Buy |
1,689
+15
| +0.9% | +$364 | 0.01% | 888 |
|
|
2016
Q2 | $40K | Sell |
1,674
-99
| -6% | -$2.37K | 0.01% | 883 |
|
|
2016
Q1 | $60K | Buy |
+1,773
| New | +$60K | 0.01% | 745 |
|