JFS Wealth Advisors’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 | $42 | Sell |
1
-45
| -98% | -$1.89K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $1.51K | Sell |
46
-40
| -47% | -$1.32K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $3.02K | Sell |
86
-72
| -46% | -$2.52K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $7.04K | Sell |
158
-27
| -15% | -$1.2K | ﹤0.01% | 986 |
|
|
2024
Q2 | $9.87K | Buy |
185
+31
| +20% | +$1.65K | ﹤0.01% | 802 |
|
|
2024
Q1 | $9.3K | Buy |
154
+1
| +0.7% | +$60 | ﹤0.01% | 837 |
|
|
2023
Q4 | $8.5K | Sell |
153
-2
| -1% | -$111 | ﹤0.01% | 833 |
|
|
2023
Q3 | $8.83K | Buy |
155
+41
| +36% | +$2.33K | ﹤0.01% | 772 |
|
|
2023
Q2 | $5.09K | Sell |
114
-2
| -2% | -$89 | ﹤0.01% | 990 |
|
|
2023
Q1 | $5.61K | Sell |
116
-31
| -21% | -$1.5K | ﹤0.01% | 944 |
|
|
2022
Q4 | $7.63K | Buy |
147
+26
| +21% | +$1.35K | ﹤0.01% | 816 |
|
|
2022
Q3 | $7K | Buy |
121
+21
| +21% | +$1.22K | ﹤0.01% | 855 |
|
|
2022
Q2 | $5K | Buy |
100
+6
| +6% | +$300 | ﹤0.01% | 977 |
|
|
2022
Q1 | $4K | Buy |
94
+51
| +119% | +$2.17K | ﹤0.01% | 1125 |
|
|
2021
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1323 |
|
|
2019
Q4 | – | Sell |
-55
| Closed | -$3K | – | 523 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 428 |
|
|
2013
Q4 | – | Sell |
-9,293
| Closed | -$391K | – | 132 |
|
|
2013
Q3 | $391K | Buy |
+9,293
| New | +$391K | 0.18% | 82 |
|