United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,630
| Closed | -$202K | – | 1082 |
|
|
2023
Q4 | $202K | Buy |
+3,630
| New | +$202K | ﹤0.01% | 1000 |
|
|
2020
Q1 | – | Sell |
-71,660
| Closed | -$3.63M | – | 1225 |
|
|
2019
Q4 | $3.63M | Sell |
71,660
-51,491
| -42% | -$2.61M | 0.02% | 480 |
|
|
2019
Q3 | $6.61M | Buy |
123,151
+112,424
| +1,048% | +$6.03M | 0.05% | 352 |
|
|
2019
Q2 | $496K | Buy |
+10,727
| New | +$496K | ﹤0.01% | 1041 |
|
|
2019
Q1 | – | Sell |
-82,343
| Closed | -$4.21M | – | 1340 |
|
|
2018
Q4 | $4.21M | Buy |
82,343
+6,797
| +9% | +$347K | 0.03% | 407 |
|
|
2018
Q3 | $5.28M | Buy |
75,546
+71,793
| +1,913% | +$5.02M | 0.04% | 425 |
|
|
2018
Q2 | $257K | Sell |
3,753
-1,859
| -33% | -$127K | ﹤0.01% | 1146 |
|
|
2018
Q1 | $274K | Sell |
5,612
-489
| -8% | -$23.9K | ﹤0.01% | 1124 |
|
|
2017
Q4 | $312K | Buy |
+6,101
| New | +$312K | ﹤0.01% | 1098 |
|
|
2017
Q3 | – | Sell |
-9,881
| Closed | -$271K | – | 1314 |
|
|
2017
Q2 | $271K | Sell |
9,881
-1,594
| -14% | -$43.7K | ﹤0.01% | 1105 |
|
|
2017
Q1 | $325K | Sell |
11,475
-3,211
| -22% | -$90.9K | ﹤0.01% | 1022 |
|
|
2016
Q4 | $481K | Sell |
14,686
-4,633
| -24% | -$152K | ﹤0.01% | 947 |
|
|
2016
Q3 | $473K | Sell |
19,319
-2,398
| -11% | -$58.7K | ﹤0.01% | 984 |
|
|
2016
Q2 | $521K | Sell |
21,717
-14,745
| -40% | -$354K | 0.01% | 902 |
|
|
2016
Q1 | $1.29M | Sell |
36,462
-28,394
| -44% | -$1M | 0.01% | 638 |
|
|
2015
Q4 | $2.59M | Sell |
64,856
-3,527
| -5% | -$141K | 0.03% | 496 |
|
|
2015
Q3 | $3.34M | Sell |
68,383
-65,949
| -49% | -$3.22M | 0.04% | 405 |
|
|
2015
Q2 | $5.74M | Sell |
134,332
-2,659
| -2% | -$114K | 0.07% | 318 |
|
|
2015
Q1 | $5.31M | Buy |
136,991
+8,750
| +7% | +$339K | 0.06% | 319 |
|
|
2014
Q4 | $4.81M | Buy |
128,241
+9,136
| +8% | +$342K | 0.07% | 261 |
|
|
2014
Q3 | $5.2M | Buy |
119,105
+229
| +0.2% | +$10K | 0.09% | 247 |
|
|
2014
Q2 | $5.19M | Buy |
118,876
+4,841
| +4% | +$212K | 0.1% | 234 |
|
|
2014
Q1 | $5.43M | Buy |
114,035
+82,828
| +265% | +$3.94M | 0.12% | 199 |
|
|
2013
Q4 | $1.55M | Sell |
31,207
-19,062
| -38% | -$947K | 0.05% | 277 |
|
|
2013
Q3 | $2.12M | Buy |
+50,269
| New | +$2.12M | 0.07% | 244 |
|