Moneta Group Investment Advisors’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$552K Buy
2025
Q2
$432K Sell
2025
Q1
$347K Buy
2024
Q4
$369K Hold
2024
Q3
$469K Sell
2024
Q2
$567K Sell
2024
Q1
$647K Sell
2023
Q4
$597K Buy