Legacy Capital Group California’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
$1.13M Sell
27,611
-404
-1% -$16.6K 0.31% 80
2025
Q1
$921K Buy
28,015
+4,604
+20% +$151K 0.32% 69
2024
Q4
$821K Buy
23,411
+5,690
+32% +$199K 0.25% 102
2024
Q3
$790K Buy
17,721
+3,357
+23% +$150K 0.26% 108
2024
Q2
$766K Buy
14,364
+141
+1% +$7.52K 0.28% 107
2024
Q1
$859K Sell
14,223
-389
-3% -$23.5K 0.32% 91
2023
Q4
$812K Sell
14,612
-27
-0.2% -$1.5K 0.31% 91
2023
Q3
$833K Buy
14,639
+4
+0% +$228 0.36% 79
2023
Q2
$653K Buy
14,635
+416
+3% +$18.6K 0.27% 112
2023
Q1
$688K Buy
+14,219
New +$688K 0.34% 93