HWA
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Heritage Wealth Advisors’s HF Sinclair DINO Stock Holding History

Heritage Wealth Advisors’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
-12
Closed -$421 – 596
2024
Q4 		$421 Buy
12
+2
+20% +$70 ﹤0.01% 602
2024
Q3 		$446 Buy
+10
New +$446 ﹤0.01% 596