RCA
Resonant Capital Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,306
| Closed | -$459K | – | 353 |
|
|
2024
Q3 | $459K | Buy |
10,306
+139
| +1% | +$6.2K | 0.03% | 220 |
|
|
2024
Q2 | $542K | Buy |
10,167
+454
| +5% | +$24.2K | 0.04% | 196 |
|
|
2024
Q1 | $586K | Buy |
9,713
+387
| +4% | +$23.4K | 0.05% | 184 |
|
|
2023
Q4 | $518K | Sell |
9,326
-1,004
| -10% | -$55.8K | 0.05% | 181 |
|
|
2023
Q3 | $588K | Buy |
10,330
+292
| +3% | +$16.6K | 0.06% | 163 |
|
|
2023
Q2 | $448K | Sell |
10,038
-9
| -0.1% | -$401 | 0.05% | 174 |
|
|
2023
Q1 | $486K | Buy |
10,047
+452
| +5% | +$21.9K | 0.06% | 167 |
|
|
2022
Q4 | $498K | Buy |
9,595
+230
| +2% | +$11.9K | 0.06% | 166 |
|
|
2022
Q3 | $504K | Buy |
9,365
+216
| +2% | +$11.6K | 0.08% | 149 |
|
|
2022
Q2 | $413K | Buy |
+9,149
| New | +$413K | 0.06% | 164 |
|