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GeoWealth Management’s HF Sinclair DINO Stock Holding History

GeoWealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,574
Closed -$55.2K – 1248
2024
Q4 		$55.2K Sell
1,574
-303
-16% -$10.6K ﹤0.01% 1135
2024
Q3 		$83.7K Buy
+1,877
New +$83.7K ﹤0.01% 936