Reilly Financial Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23K | Hold |
700
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $23K | Hold |
700
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $23K | Hold |
700
| – | – | ﹤0.01% | 522 |
|
|
2021
Q1 | $25K | Hold |
700
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $18K | Buy |
700
+100
| +17% | +$2.57K | ﹤0.01% | 513 |
|
|
2020
Q3 | $12K | Buy |
600
+100
| +20% | +$2K | ﹤0.01% | 536 |
|
|
2020
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $12K | Buy |
500
+100
| +25% | +$2.4K | ﹤0.01% | 520 |
|
|
2019
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 502 |
|
|
2019
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 492 |
|
|
2019
Q2 | $19K | Buy |
400
+100
| +33% | +$4.75K | ﹤0.01% | 543 |
|
|
2019
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 589 |
|
|
2018
Q4 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 561 |
|
|
2018
Q2 | – | Sell |
-433
| Closed | -$21K | – | 997 |
|
|
2018
Q1 | $21K | Hold |
433
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $22K | Sell |
433
-175
| -29% | -$8.89K | ﹤0.01% | 487 |
|
|
2017
Q3 | $22K | Buy |
608
+108
| +22% | +$3.91K | ﹤0.01% | 472 |
|
|
2017
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 579 |
|