Trek Financial’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 |
-4,126
| Closed | -$220K | – | 407 |
|
|
2024
Q2 | $220K | Buy |
+4,126
| New | +$220K | 0.02% | 362 |
|
|
2024
Q1 | – | Sell |
-5,066
| Closed | -$282K | – | 399 |
|
|
2023
Q4 | $282K | Sell |
5,066
-589
| -10% | -$32.7K | 0.02% | 249 |
|
|
2023
Q3 | $322K | Buy |
5,655
+291
| +5% | +$16.6K | 0.03% | 214 |
|
|
2023
Q2 | $239K | Buy |
+5,364
| New | +$239K | 0.02% | 232 |
|