MGIA
Moneta Group Investment Advisors’s HF Sinclair DINO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $432K | Sell |
10,512
-28
| -0.3% | -$1.15K | 0.01% | 469 |
|
2025
Q1 | $347K | Buy |
10,540
+26
| +0.2% | +$855 | ﹤0.01% | 501 |
|
2024
Q4 | $369K | Hold |
10,514
| – | – | 0.01% | 488 |
|
2024
Q3 | $469K | Sell |
10,514
-125
| -1% | -$5.57K | 0.01% | 421 |
|
2024
Q2 | $567K | Sell |
10,639
-72
| -0.7% | -$3.84K | 0.01% | 359 |
|
2024
Q1 | $647K | Sell |
10,711
-39
| -0.4% | -$2.35K | 0.01% | 330 |
|
2023
Q4 | $597K | Buy |
+10,750
| New | +$597K | 0.01% | 312 |
|