Global Retirement Partners’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 | $96.4K | Buy |
+2,345
| New | +$96.4K | ﹤0.01% | 1455 |
|
|
2024
Q4 | $81.1K | Sell |
2,314
-291
| -11% | -$10.2K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $116K | Hold |
2,605
| – | – | ﹤0.01% | 1168 |
|
|
2024
Q2 | $139K | Buy |
2,605
+257
| +11% | +$13.7K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $142K | Sell |
2,348
-1
| -0% | -$60 | 0.01% | 929 |
|
|
2023
Q4 | $125K | Buy |
2,349
+17
| +0.7% | +$905 | 0.01% | 938 |
|
|
2023
Q3 | $122K | Buy |
2,332
+16
| +0.7% | +$836 | 0.01% | 857 |
|
|
2023
Q2 | $103K | Sell |
2,316
-22
| -0.9% | -$981 | 0.01% | 938 |
|
|
2023
Q1 | $98K | Sell |
2,338
-30
| -1% | -$1.26K | 0.01% | 925 |
|
|
2022
Q4 | $123K | Buy |
2,368
+34
| +1% | +$1.76K | 0.01% | 748 |
|
|
2022
Q3 | $143K | Buy |
2,334
+21
| +0.9% | +$1.29K | 0.01% | 669 |
|
|
2022
Q2 | $104K | Sell |
2,313
-3
| -0.1% | -$135 | 0.01% | 726 |
|
|
2022
Q1 | $110K | Buy |
+2,316
| New | +$110K | 0.01% | 726 |
|
|
2021
Q4 | – | Sell |
-2,226
| Closed | -$74K | – | 587 |
|
|
2021
Q3 | $74K | Hold |
2,226
| – | – | 0.01% | 734 |
|
|
2021
Q2 | $73K | Hold |
2,226
| – | – | 0.01% | 723 |
|
|
2021
Q1 | $80K | Sell |
2,226
-288
| -11% | -$10.4K | 0.01% | 631 |
|
|
2020
Q4 | $65K | Hold |
2,514
| – | – | 0.01% | 651 |
|
|
2020
Q3 | $50K | Hold |
2,514
| – | – | 0.01% | 640 |
|
|
2020
Q2 | $73K | Hold |
2,514
| – | – | 0.01% | 546 |
|
|
2020
Q1 | $62K | Hold |
2,514
| – | – | 0.01% | 516 |
|
|
2019
Q4 | $127K | Buy |
2,514
+1,850
| +279% | +$93.5K | 0.02% | 439 |
|
|
2019
Q3 | $36K | Buy |
664
+81
| +14% | +$4.39K | 0.01% | 705 |
|
|
2019
Q2 | $27K | Hold |
583
| – | – | 0.01% | 786 |
|
|
2019
Q1 | $29K | Hold |
583
| – | – | 0.01% | 706 |
|
|
2018
Q4 | $30K | Sell |
583
-48
| -8% | -$2.47K | 0.01% | 629 |
|
|
2018
Q3 | $44K | Buy |
631
+88
| +16% | +$6.14K | 0.01% | 595 |
|
|
2018
Q2 | $37K | Hold |
543
| – | – | 0.01% | 613 |
|
|
2018
Q1 | $27K | Sell |
543
-47
| -8% | -$2.34K | 0.01% | 678 |
|
|
2017
Q4 | $30K | Buy |
590
+342
| +138% | +$17.4K | 0.01% | 628 |
|
|
2017
Q3 | $9K | Sell |
248
-29
| -10% | -$1.05K | ﹤0.01% | 860 |
|
|
2017
Q2 | $8K | Buy |
277
+1
| +0.4% | +$29 | ﹤0.01% | 831 |
|
|
2017
Q1 | $8K | Buy |
276
+201
| +268% | +$5.83K | ﹤0.01% | 798 |
|
|
2016
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 906 |
|