Retirement Guys Formula’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,251
Closed -$459K 135
2023
Q4
$459K Sell
8,251
-1,147
-12% -$63.7K 0.25% 102
2023
Q3
$535K Sell
9,398
-3,016
-24% -$172K 0.37% 72
2023
Q2
$554K Buy
12,414
+7,925
+177% +$354K 0.32% 76
2023
Q1
$217K Buy
+4,489
New +$217K 0.16% 118