Lee Financial’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 |
-11,253
| Closed | -$370K | – | 149 |
|
|
2025
Q1 | $370K | Hold |
11,253
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $394K | Sell |
11,253
-30
| -0.3% | -$1.05K | 0.06% | 127 |
|
|
2024
Q3 | $503K | Buy |
11,283
+30
| +0.3% | +$1.34K | 0.07% | 111 |
|
|
2024
Q2 | $600K | Sell |
11,253
-5,540
| -33% | -$296K | 0.1% | 91 |
|
|
2024
Q1 | $1.01M | Buy |
+16,793
| New | +$1.01M | 0.17% | 74 |
|
|
2018
Q4 | – | Sell |
-3,270
| Closed | -$229K | – | 448 |
|
|
2018
Q3 | $229K | Hold |
3,270
| – | – | 0.06% | 121 |
|
|
2018
Q2 | $224K | Hold |
3,270
| – | – | 0.05% | 148 |
|
|
2018
Q1 | $160K | Hold |
3,270
| – | – | 0.04% | 170 |
|
|
2017
Q4 | $167K | Hold |
3,270
| – | – | 0.05% | 124 |
|
|
2017
Q3 | $118K | Hold |
3,270
| – | – | 0.04% | 135 |
|
|
2017
Q2 | $90K | Hold |
3,270
| – | – | 0.03% | 153 |
|
|
2017
Q1 | $93K | Hold |
3,270
| – | – | 0.04% | 140 |
|
|
2016
Q4 | $107K | Buy |
+3,270
| New | +$107K | 0.06% | 134 |
|