Spire Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Buy |
360
+20
| +6% | +$822 | ﹤0.01% | 1604 |
|
|
2025
Q1 | $11.2K | Sell |
340
-192
| -36% | -$6.31K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $18.6K | Buy |
532
+302
| +131% | +$10.6K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $10.3K | Sell |
230
-28
| -11% | -$1.25K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $13.8K | Buy |
258
+158
| +158% | +$8.43K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $6.04K | Sell |
100
-115
| -53% | -$6.94K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $11.3K | Hold |
215
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q3 | $12.2K | Sell |
215
-34
| -14% | -$1.94K | ﹤0.01% | 1665 |
|
|
2023
Q2 | $11.1K | Buy |
249
+54
| +28% | +$2.41K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $9.43K | Buy |
195
+95
| +95% | +$4.6K | ﹤0.01% | 1868 |
|
|
2022
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1816 |
|
|
2022
Q3 | – | Sell |
-5,521
| Closed | -$249K | – | 2265 |
|
|
2022
Q2 | $249K | Buy |
+5,521
| New | +$249K | 0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-4,712
| Closed | -$154K | – | 2604 |
|
|
2021
Q4 | $154K | Buy |
4,712
+4,011
| +572% | +$131K | ﹤0.01% | 1215 |
|
|
2021
Q3 | $23K | Hold |
701
| – | – | ﹤0.01% | 1795 |
|
|
2021
Q2 | $23K | Sell |
701
-2,294
| -77% | -$75.3K | ﹤0.01% | 1815 |
|
|
2021
Q1 | $110K | Buy |
+2,995
| New | +$110K | ﹤0.01% | 1361 |
|