Steward Partners Investment Advisory’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 | $64.5K | Buy |
1,570
+32
| +2% | +$1.32K | ﹤0.01% | 2347 |
|
|
2025
Q1 | $50.6K | Buy |
1,538
+6
| +0.4% | +$197 | ﹤0.01% | 2380 |
|
|
2024
Q4 | $53.7K | Sell |
1,532
-374
| -20% | -$13.1K | ﹤0.01% | 2294 |
|
|
2024
Q3 | $85K | Buy |
1,906
+802
| +73% | +$35.7K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $58.9K | Sell |
1,104
-459
| -29% | -$24.5K | ﹤0.01% | 2024 |
|
|
2024
Q1 | $94.3K | Sell |
1,563
-662
| -30% | -$40K | ﹤0.01% | 1801 |
|
|
2023
Q4 | $124K | Sell |
2,225
-728
| -25% | -$40.4K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $168K | Buy |
2,953
+1,450
| +96% | +$82.6K | ﹤0.01% | 1366 |
|
|
2023
Q2 | $67K | Buy |
1,503
+61
| +4% | +$2.72K | ﹤0.01% | 1762 |
|
|
2023
Q1 | $69.8K | Sell |
1,442
-91
| -6% | -$4.4K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $79.6K | Buy |
1,533
+606
| +65% | +$31.5K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $50K | Buy |
927
+6
| +0.7% | +$324 | ﹤0.01% | 1783 |
|
|
2022
Q2 | $42K | Hold |
921
| – | – | ﹤0.01% | 1880 |
|
|
2022
Q1 | $37K | Buy |
921
+71
| +8% | +$2.85K | ﹤0.01% | 2070 |
|
|
2021
Q4 | $28K | Buy |
850
+96
| +13% | +$3.16K | ﹤0.01% | 2173 |
|
|
2021
Q3 | $25K | Hold |
754
| – | – | ﹤0.01% | 2215 |
|
|
2021
Q2 | $25K | Sell |
754
-1,010
| -57% | -$33.5K | ﹤0.01% | 4718 |
|
|
2021
Q1 | $63.1K | Buy |
1,764
+598
| +51% | +$21.4K | ﹤0.01% | 1864 |
|
|
2020
Q4 | $30K | Sell |
1,166
-1,425
| -55% | -$36.7K | ﹤0.01% | 1899 |
|
|
2020
Q3 | $51K | Buy |
2,591
+707
| +38% | +$13.9K | ﹤0.01% | 1493 |
|
|
2020
Q2 | $55K | Sell |
1,884
-42
| -2% | -$1.23K | ﹤0.01% | 1370 |
|
|
2020
Q1 | $47K | Sell |
1,926
-339
| -15% | -$8.27K | ﹤0.01% | 1282 |
|
|
2019
Q4 | $114K | Buy |
2,265
+5
| +0.2% | +$252 | ﹤0.01% | 1083 |
|
|
2019
Q3 | $121K | Buy |
2,260
+656
| +41% | +$35.1K | ﹤0.01% | 1017 |
|
|
2019
Q2 | $74K | Buy |
+1,604
| New | +$74K | ﹤0.01% | 1183 |
|
|
2018
Q4 | – | Sell |
-1,908
| Closed | -$133K | – | 1080 |
|
|
2018
Q3 | $133K | Hold |
1,908
| – | – | 0.01% | 835 |
|
|
2018
Q2 | $131K | Sell |
1,908
-728
| -28% | -$50K | 0.01% | 768 |
|
|
2018
Q1 | $128K | Sell |
2,636
-7,239
| -73% | -$352K | 0.01% | 714 |
|
|
2017
Q4 | $505K | Buy |
9,875
+8,345
| +545% | +$427K | 0.04% | 357 |
|
|
2017
Q3 | $55K | Buy |
1,530
+102
| +7% | +$3.67K | 0.01% | 668 |
|
|
2017
Q2 | $39K | Buy |
1,428
+750
| +111% | +$20.5K | ﹤0.01% | 681 |
|
|
2017
Q1 | $19K | Buy |
+678
| New | +$19K | ﹤0.01% | 774 |
|