Venturi Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$1.05K | – | 887 |
|
|
2024
Q4 | $1.05K | Hold |
30
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $1.34K | Hold |
30
| – | – | ﹤0.01% | 1734 |
|
|
2024
Q2 | $1.6K | Hold |
30
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q1 | $1.81K | Hold |
30
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q4 | $1.67K | Hold |
30
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q3 | $1.71K | Hold |
30
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q2 | $1.34K | Hold |
30
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $1.45K | Buy |
+30
| New | +$1.45K | ﹤0.01% | 1060 |
|
|
2018
Q3 | – | Sell |
-6,410
| Closed | -$438K | – | 166 |
|
|
2018
Q2 | $438K | Buy |
6,410
+110
| +2% | +$7.52K | 0.08% | 139 |
|
|
2018
Q1 | $308K | Buy |
+6,300
| New | +$308K | 0.06% | 152 |
|