Redwood 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
$310K Buy
7,535
+94
+1% +$3.86K 0.14% 132
2025
Q1
$245K Sell
7,441
-166
-2% -$5.46K 0.12% 141
2024
Q4
$266K Sell
7,607
-434
-5% -$15.2K 0.13% 134
2024
Q3
$358K Sell
8,041
-502
-6% -$22.4K 0.18% 114
2024
Q2
$456K Sell
8,543
-23
-0.3% -$1.23K 0.34% 60
2024
Q1
$517K Sell
8,566
-507
-6% -$30.6K 0.55% 55
2023
Q4
$504K Sell
9,073
-89
-1% -$4.95K 0.56% 49
2023
Q3
$522K Buy
9,162
+671
+8% +$38.2K 0.61% 50
2023
Q2
$379K Buy
8,491
+1,076
+15% +$48K 0.42% 77
2023
Q1
$359K Buy
7,415
+801
+12% +$38.8K 0.41% 74
2022
Q4
$343K Buy
+6,614
New +$343K 0.43% 70