Prestige Wealth Management 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 |
-13
| Closed | -$428 | – | 1022 |
|
|
2025
Q1 | $428 | Buy |
+13
| New | +$428 | ﹤0.01% | 943 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$363 | – | 1082 |
|
|
2022
Q4 | $363 | Buy |
+7
| New | +$363 | ﹤0.01% | 1102 |
|
|
2019
Q1 | – | Sell |
-278
| Closed | -$14K | – | 660 |
|
|
2018
Q4 | $14K | Buy |
+278
| New | +$14K | 0.01% | 374 |
|