Impact Partnership Wealth’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 | – | Sell |
-6,593
| Closed | -$217K | – | 312 |
|
|
2025
Q1 | $217K | Sell |
6,593
-1,913
| -22% | -$62.9K | 0.05% | 227 |
|
|
2024
Q4 | $298K | Buy |
8,506
+260
| +3% | +$9.11K | 0.06% | 203 |
|
|
2024
Q3 | $368K | Sell |
8,246
-1,199
| -13% | -$53.4K | 0.08% | 146 |
|
|
2024
Q2 | $504K | Buy |
9,445
+9,417
| +33,632% | +$502K | 0.13% | 102 |
|
|
2024
Q1 | $1.69K | Sell |
28
-2,004
| -99% | -$121K | ﹤0.01% | 587 |
|
|
2023
Q4 | $113K | Sell |
2,032
-3,134
| -61% | -$174K | 0.04% | 231 |
|
|
2023
Q3 | $294K | Buy |
5,166
+5,127
| +13,146% | +$292K | 0.09% | 129 |
|
|
2023
Q2 | $1.74K | Buy |
+39
| New | +$1.74K | ﹤0.01% | 706 |
|