RA
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RFG Advisory’s HF Sinclair DINO Stock Holding History

RFG Advisory’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
+18,396
New +$1.22M 0.02% 490
2021
Q2 		– Sell
-7,103
Closed -$254K – 435
2021
Q1 		$254K Buy
+7,103
New +$237K 0.03% 370
2020
Q3 		– Sell
-6,872
Closed -$201K – 410
2020
Q2 		$201K Buy
+6,872
New +$204K 0.03% 370
2020
Q1 		– Sell
-6,987
Closed -$354K – 363
2019
Q4 		$354K Sell
6,987
-260
-4% -$13.8K 0.06% 252
2019
Q3 		$389K Sell
7,247
-55
-0.8% -$2.67K 0.08% 202
2019
Q2 		$339K Hold
7,302
– – 0.08% 214
2019
Q1 		$356K Sell
7,302
-150
-2% -$7.98K 0.09% 176
2018
Q4 		$381K Sell
7,452
-620
-8% -$38K 0.09% 171
2018
Q3 		$564K Sell
8,072
-35
-0.4% -$2.47K 0.15% 138
2018
Q2 		$555K Sell
8,107
-1,278
-14% -$85.1K 0.17% 100
2018
Q1 		$459K Sell
9,385
-1,280
-12% -$60.9K 0.17% 97
2017
Q4 		$551K Sell
10,665
-425
-4% -$18K 0.26% 85
2017
Q3 		$401K Buy
11,090
+320
+3% +$9.62K 0.25% 88
2017
Q2 		$294K Buy
10,770
+600
+6% +$16K 0.2% 96
2017
Q1 		$273K Buy
+10,170
New +$297K 0.21% 106

Other funds holding DINO

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return