Patriot Financial Group Insurance Agency’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,349
| Closed | -$445K | – | 502 |
|
|
2024
Q2 | $445K | Buy |
8,349
+883
| +12% | +$47.1K | 0.07% | 287 |
|
|
2024
Q1 | $451K | Buy |
7,466
+1,432
| +24% | +$86.5K | 0.07% | 285 |
|
|
2023
Q4 | $335K | Buy |
6,034
+988
| +20% | +$54.9K | 0.06% | 311 |
|
|
2023
Q3 | $287K | Sell |
5,046
-196
| -4% | -$11.2K | 0.06% | 331 |
|
|
2023
Q2 | $234K | Buy |
+5,242
| New | +$234K | 0.04% | 392 |
|
|
2022
Q4 | – | Sell |
-3,777
| Closed | -$203K | – | 432 |
|
|
2022
Q3 | $203K | Buy |
3,777
+2,516
| +200% | +$135K | 0.05% | 366 |
|
|
2022
Q2 | $57K | Sell |
1,261
-449
| -26% | -$20.3K | 0.01% | 688 |
|
|
2022
Q1 | $68K | Hold |
1,710
| – | – | 0.01% | 695 |
|
|
2021
Q4 | $56K | Hold |
1,710
| – | – | 0.01% | 815 |
|
|
2021
Q3 | $57K | Hold |
1,710
| – | – | 0.01% | 830 |
|
|
2021
Q2 | $56K | Hold |
1,710
| – | – | 0.01% | 805 |
|
|
2021
Q1 | $61K | Buy |
1,710
+1,610
| +1,610% | +$57.4K | 0.01% | 706 |
|
|
2020
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1545 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 912 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | 0.01% | 664 |
|
|
2017
Q1 | $5K | Buy |
200
+100
| +100% | +$2.5K | 0.01% | 614 |
|
|
2016
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 630 |
|