IHT Wealth Management’s HF Sinclair DINO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
5,285
-1,910
-27% -$78.5K 0.01% 1052
2025
Q1
$237K Buy
+7,195
New +$237K 0.01% 952
2024
Q4
Sell
-4,778
Closed -$213K 1104
2024
Q3
$213K Hold
4,778
0.01% 1068
2024
Q2
$255K Sell
4,778
-5
-0.1% -$267 0.01% 855
2024
Q1
$289K Sell
4,783
-111
-2% -$6.7K 0.01% 819
2023
Q4
$272K Buy
4,894
+112
+2% +$6.22K 0.01% 805
2023
Q3
$272K Sell
4,782
-65
-1% -$3.7K 0.01% 766
2023
Q2
$216K Buy
4,847
+79
+2% +$3.52K 0.01% 853
2023
Q1
$231K Sell
4,768
-759
-14% -$36.7K 0.01% 795
2022
Q4
$287K Sell
5,527
-14
-0.3% -$726 0.02% 675
2022
Q3
$298K Buy
5,541
+8
+0.1% +$430 0.02% 625
2022
Q2
$250K Buy
+5,533
New +$250K 0.02% 587
2022
Q1
Sell
-7,728
Closed -$253K 792
2021
Q4
$253K Sell
7,728
-3,280
-30% -$107K 0.02% 667
2021
Q3
$365K Sell
11,008
-17
-0.2% -$564 0.03% 530
2021
Q2
$363K Buy
11,025
+1,500
+16% +$49.4K 0.02% 637
2021
Q1
$341K Buy
9,525
+825
+9% +$29.5K 0.02% 588
2020
Q4
$225K Buy
+8,700
New +$225K 0.02% 653
2019
Q2
Sell
-4,768
Closed -$235K 550
2019
Q1
$235K Sell
4,768
-872
-15% -$43K 0.04% 416
2018
Q4
$288K Buy
5,640
+670
+13% +$34.2K 0.06% 341
2018
Q3
$347K Sell
4,970
-667
-12% -$46.6K 0.08% 293
2018
Q2
$386K Sell
5,637
-297
-5% -$20.3K 0.1% 245
2018
Q1
$287K Sell
5,934
-4,129
-41% -$200K 0.08% 282
2017
Q4
$520K Buy
+10,063
New +$520K 0.14% 187