Transamerica Financial Advisors’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 | $28 | Hold |
1
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $1K | Sell |
1
-1,206
| -100% | -$1.21M | ﹤0.01% | 445 |
|
|
2024
Q4 | $43K | Sell |
1,207
-97
| -7% | -$3.46K | ﹤0.01% | 319 |
|
|
2024
Q3 | $59K | Buy |
+1,304
| New | +$59K | 0.01% | 313 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 139 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | 0.02% | 110 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 180 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 425 |
|
|
2019
Q1 | – | Sell |
-1,525
| Closed | -$78K | – | 169 |
|
|
2018
Q4 | $78K | Sell |
1,525
-476
| -24% | -$24.3K | 0.02% | 192 |
|
|
2018
Q3 | $140K | Sell |
2,001
-111
| -5% | -$7.77K | 0.03% | 192 |
|
|
2018
Q2 | $145K | Buy |
+2,112
| New | +$145K | 0.03% | 194 |
|
|
2016
Q2 | – | Sell |
-122
| Closed | -$5K | – | 465 |
|
|
2016
Q1 | $5K | Sell |
122
-7,483
| -98% | -$307K | ﹤0.01% | 608 |
|
|
2015
Q4 | $304K | Hold |
7,605
| – | – | 0.02% | 277 |
|
|
2015
Q3 | $372K | Sell |
7,605
-166
| -2% | -$8.12K | 0.03% | 238 |
|
|
2015
Q2 | $332K | Hold |
7,771
| – | – | 0.02% | 277 |
|
|
2015
Q1 | $313K | Sell |
7,771
-97
| -1% | -$3.91K | 0.02% | 287 |
|
|
2014
Q4 | $295K | Sell |
7,868
-261
| -3% | -$9.79K | 0.02% | 252 |
|
|
2014
Q3 | $356K | Hold |
8,129
| – | – | 0.03% | 204 |
|
|
2014
Q2 | $355K | Buy |
8,129
+605
| +8% | +$26.4K | 0.03% | 217 |
|
|
2014
Q1 | $358K | Sell |
7,524
-49
| -0.6% | -$2.33K | 0.04% | 187 |
|
|
2013
Q4 | $377K | Buy |
+7,573
| New | +$377K | 0.04% | 184 |
|