TPWM
Twelve Points Wealth Management’s HF Sinclair DINO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
34,063
-86
| -0.3% | -$3.53K | 0.38% | 66 |
|
2025
Q1 | $1.12M | Buy |
34,149
+11,928
| +54% | +$392K | 0.3% | 76 |
|
2024
Q4 | $779K | Buy |
22,221
+5,889
| +36% | +$206K | 0.22% | 100 |
|
2024
Q3 | $728K | Buy |
16,332
+1,817
| +13% | +$81K | 0.23% | 99 |
|
2024
Q2 | $774K | Buy |
14,515
+856
| +6% | +$45.7K | 0.27% | 84 |
|
2024
Q1 | $825K | Buy |
13,659
+216
| +2% | +$13K | 0.3% | 81 |
|
2023
Q4 | $747K | Buy |
13,443
+394
| +3% | +$21.9K | 0.35% | 81 |
|
2023
Q3 | $743K | Buy |
13,049
+443
| +4% | +$25.2K | 0.37% | 74 |
|
2023
Q2 | $562K | Buy |
12,606
+1,637
| +15% | +$73K | 0.3% | 97 |
|
2023
Q1 | $531K | Buy |
10,969
+351
| +3% | +$17K | 0.3% | 95 |
|
2022
Q4 | $551K | Sell |
10,618
-86
| -0.8% | -$4.46K | 0.37% | 83 |
|
2022
Q3 | $576K | Buy |
10,704
+641
| +6% | +$34.5K | 0.45% | 74 |
|
2022
Q2 | $454K | Buy |
+10,063
| New | +$454K | 0.35% | 98 |
|