Mather Group’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
-1,218
Closed -$40K 888
2025
Q1
$40K Sell
1,218
-61
-5% -$2.01K ﹤0.01% 935
2024
Q4
$44.8K Buy
1,279
+35
+3% +$1.23K ﹤0.01% 898
2024
Q3
$55.4K Sell
1,244
-73
-6% -$3.25K ﹤0.01% 859
2024
Q2
$79.5K Buy
1,317
+19
+1% +$1.15K ﹤0.01% 873
2024
Q1
$72.1K Buy
+1,298
New +$72.1K ﹤0.01% 791
2023
Q1
Sell
-5,964
Closed -$309K 513
2022
Q4
$309K Sell
5,964
-768
-11% -$39.9K 0.01% 383
2022
Q3
$362K Buy
+6,732
New +$362K 0.01% 332