Waverly Advisors’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 | $233K | Buy |
+5,678
| New | +$233K | ﹤0.01% | 1072 |
|
|
2014
Q3 | – | Sell |
-1,942
| Closed | -$85K | – | 765 |
|
|
2014
Q2 | $85K | Buy |
1,942
+14
| +0.7% | +$613 | 0.04% | 168 |
|
|
2014
Q1 | $92K | Buy |
1,928
+12
| +0.6% | +$573 | 0.04% | 154 |
|
|
2013
Q4 | $95K | Buy |
1,916
+12
| +0.6% | +$595 | 0.03% | 242 |
|
|
2013
Q3 | $80K | Buy |
+1,904
| New | +$80K | 0.04% | 181 |
|