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Sigma Planning Corp’s HF Sinclair DINO Stock Holding History

Sigma Planning Corp’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
2024
Q4 		– Sell
-6,309
Closed -$281K – 1186
2024
Q3 		$281K Buy
6,309
+844
+15% +$40.3K 0.01% 981
2024
Q2 		$292K Sell
5,465
-1,739
-24% -$97.8K 0.01% 940
2024
Q1 		$435K Buy
7,204
+3,519
+95% +$200K 0.01% 818
2023
Q4 		$205K Sell
3,685
-3,701
-50% -$202K 0.02% 775
2023
Q3 		$420K Sell
7,386
-85
-1% -$4.62K 0.02% 786
2023
Q2 		$333K Buy
7,471
+1,429
+24% +$62.2K 0.01% 896
2023
Q1 		$292K Buy
6,042
+406
+7% +$21.1K 0.01% 1011
2022
Q4 		$292K Buy
5,636
+686
+14% +$39.5K 0.01% 976
2022
Q3 		$267K Buy
+4,950
New +$245K 0.01% 986
2015
Q2 		– Sell
-6,289
Closed -$253K – 720
2015
Q1 		$253K Buy
+6,289
New +$241K 0.03% 591

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Planning Corp's DINO Position: Q4 2024 in Review

Sigma Planning Corp sold out of HF Sinclair (DINO) in Q4 2024, closing a stake of 6,309 shares — an estimated $281K sold.

Sigma Planning Corp first reported a position in DINO in Q1 2015 and held it in 10 quarters. The position peaked at $435K in Q1 2024. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • Sigma Planning Corp reported no remaining HF Sinclair position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 6,309 HF Sinclair shares in Q4 2024, an estimated $281K.
  • Sigma Planning Corp first reported a position in HF Sinclair in Q1 2015 and held it in 10 quarters.
  • Sigma Planning Corp's HF Sinclair position peaked at $435K in Q1 2024.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.