Tradition Wealth Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-79
Closed -$4K 1288
2023
Q3
$4K Hold
79
﹤0.01% 1225
2023
Q2
$4K Buy
+79
New +$3.44K ﹤0.01% 1258

Other funds holding DINO

Tradition Wealth Management's DINO Position: Q4 2023 in Review

Tradition Wealth Management sold out of HF Sinclair (DINO) in Q4 2023, closing a stake of 79 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in DINO in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 589 funds tracked by Wall St. Rank hold DINO as of Q4 2023.

  • Tradition Wealth Management reported no remaining HF Sinclair position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 79 HF Sinclair shares in Q4 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in HF Sinclair in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's HF Sinclair position peaked at $4K in Q3 2023.
  • 589 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.