HB 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 | $435K | Sell |
10,587
-871
| -8% | -$35.8K | ﹤0.01% | 778 |
|
2025
Q1 | $377K | Sell |
11,458
-1,142
| -9% | -$37.6K | ﹤0.01% | 858 |
|
2024
Q4 | $442K | Buy |
12,600
+923
| +8% | +$32.4K | ﹤0.01% | 656 |
|
2024
Q3 | $520K | Buy |
11,677
+679
| +6% | +$30.3K | 0.01% | 569 |
|
2024
Q2 | $587K | Sell |
10,998
-2,072
| -16% | -$111K | 0.01% | 492 |
|
2024
Q1 | $789K | Sell |
13,070
-14
| -0.1% | -$845 | 0.01% | 389 |
|
2023
Q4 | $727K | Sell |
13,084
-391
| -3% | -$21.7K | 0.01% | 372 |
|
2023
Q3 | $767K | Buy |
13,475
+3,861
| +40% | +$220K | 0.01% | 339 |
|
2023
Q2 | $429K | Buy |
9,614
+302
| +3% | +$13.5K | 0.01% | 457 |
|
2023
Q1 | $451K | Buy |
9,312
+545
| +6% | +$26.4K | 0.01% | 434 |
|
2022
Q4 | $455K | Buy |
8,767
+598
| +7% | +$31K | 0.01% | 419 |
|
2022
Q3 | $440K | Sell |
8,169
-182
| -2% | -$9.8K | 0.01% | 360 |
|
2022
Q2 | $377K | Buy |
8,351
+122
| +1% | +$5.51K | 0.01% | 398 |
|
2022
Q1 | $328K | Buy |
8,229
+148
| +2% | +$5.9K | 0.01% | 432 |
|
2021
Q4 | $265K | Buy |
+8,081
| New | +$265K | 0.01% | 415 |
|