Jones Financial Companies’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 | $2.97M | Buy |
72,117
+14,112
| +24% | +$581K | ﹤0.01% | 654 |
|
2025
Q1 | $1.92M | Buy |
58,005
+19,807
| +52% | +$655K | ﹤0.01% | 667 |
|
2024
Q4 | $1.34M | Buy |
38,198
+17,404
| +84% | +$610K | ﹤0.01% | 665 |
|
2024
Q3 | $942K | Buy |
20,794
+10,221
| +97% | +$463K | ﹤0.01% | 626 |
|
2024
Q2 | $564K | Buy |
10,573
+7,100
| +204% | +$379K | ﹤0.01% | 534 |
|
2024
Q1 | $210K | Buy |
3,473
+3,118
| +878% | +$188K | ﹤0.01% | 456 |
|
2023
Q4 | $19.7K | Buy |
+355
| New | +$19.7K | ﹤0.01% | 587 |
|
2023
Q1 | – | Sell |
-20
| Closed | -$1K | – | 624 |
|
2022
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 656 |
|
2013
Q4 | – | Sell |
-81
| Closed | -$3K | – | 310 |
|
2013
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 622 |
|