Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,950
| Closed | -$211K | – | 184 |
|
|
2024
Q2 | $211K | Hold |
3,950
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $238K | Buy |
3,950
+2
| +0.1% | +$121 | 0.04% | 158 |
|
|
2023
Q4 | $219K | Hold |
3,948
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $225K | Buy |
+3,948
| New | +$225K | 0.05% | 163 |
|
|
2023
Q1 | – | Sell |
-3,948
| Closed | -$205K | – | 206 |
|
|
2022
Q4 | $205K | Hold |
3,948
| – | – | 0.05% | 183 |
|
|
2022
Q3 | $213K | Buy |
+3,948
| New | +$213K | 0.06% | 167 |
|
|
2019
Q4 | – | Sell |
-3,848
| Closed | -$206K | – | 172 |
|
|
2019
Q3 | $206K | Buy |
+3,848
| New | +$206K | 0.08% | 146 |
|
|
2018
Q4 | – | Sell |
-3,848
| Closed | -$269K | – | 150 |
|
|
2018
Q3 | $269K | Hold |
3,848
| – | – | 0.12% | 128 |
|
|
2018
Q2 | $263K | Buy |
+3,848
| New | +$263K | 0.12% | 120 |
|
|
2017
Q1 | – | Sell |
-11,000
| Closed | -$360K | – | 136 |
|
|
2016
Q4 | $360K | Sell |
11,000
-7,440
| -40% | -$243K | 0.22% | 87 |
|
|
2016
Q3 | $452K | Buy |
18,440
+200
| +1% | +$4.9K | 0.28% | 72 |
|
|
2016
Q2 | $434K | Buy |
+18,240
| New | +$434K | 0.34% | 55 |
|