True Wealth Design’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 | $11.7K | Sell |
284
-76
| -21% | -$3.12K | ﹤0.01% | 520 |
|
|
2025
Q1 | $11.8K | Sell |
360
-1,372
| -79% | -$45.1K | ﹤0.01% | 429 |
|
|
2024
Q4 | $60.7K | Buy |
1,732
+1,142
| +194% | +$40K | 0.02% | 132 |
|
|
2024
Q3 | $26.3K | Sell |
590
-14,130
| -96% | -$630K | 0.01% | 281 |
|
|
2024
Q2 | $785K | Buy |
14,720
+503
| +4% | +$26.8K | 0.19% | 90 |
|
|
2024
Q1 | $858K | Buy |
14,217
+247
| +2% | +$14.9K | 0.21% | 69 |
|
|
2023
Q4 | $776K | Sell |
13,970
-280
| -2% | -$15.6K | 0.22% | 84 |
|
|
2023
Q3 | $811K | Sell |
14,250
-3,684
| -21% | -$210K | 0.27% | 45 |
|
|
2023
Q2 | $800K | Buy |
17,934
+2,811
| +19% | +$125K | 0.29% | 62 |
|
|
2023
Q1 | $732K | Buy |
15,123
+15,122
| +1,512,200% | +$732K | 0.31% | 85 |
|
|
2022
Q4 | $52 | Buy |
+1
| New | +$52 | ﹤0.01% | 772 |
|