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Kaufman Rossin Wealth’s HF Sinclair DINO Stock Holding History

Kaufman Rossin Wealth’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
Q2 		$333K Sell
8,115
-4,041
-33% -$166K 0.21% 71
2025
Q1 		$400K Buy
+12,156
New +$400K 0.29% 58