Wealthspire Advisors (New York)’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,505
| Closed | -$334K | – | 806 |
|
|
2024
Q3 | $334K | Buy |
7,505
+31
| +0.4% | +$1.38K | ﹤0.01% | 598 |
|
|
2024
Q2 | $399K | Buy |
7,474
+558
| +8% | +$29.8K | 0.01% | 473 |
|
|
2024
Q1 | $418K | Sell |
6,916
-286
| -4% | -$17.3K | 0.01% | 454 |
|
|
2023
Q4 | $400K | Sell |
7,202
-166
| -2% | -$9.23K | 0.01% | 453 |
|
|
2023
Q3 | $419K | Buy |
7,368
+34
| +0.5% | +$1.94K | 0.01% | 423 |
|
|
2023
Q2 | $327K | Hold |
7,334
| – | – | 0.01% | 448 |
|
|
2023
Q1 | $355K | Sell |
7,334
-216
| -3% | -$10.5K | 0.01% | 410 |
|
|
2022
Q4 | $392K | Buy |
7,550
+250
| +3% | +$13K | 0.01% | 409 |
|
|
2022
Q3 | $393K | Buy |
7,300
+250
| +4% | +$13.5K | 0.01% | 374 |
|
|
2022
Q2 | $318K | Buy |
+7,050
| New | +$318K | 0.01% | 387 |
|
|
2019
Q1 | – | Sell |
-7
| Closed | – | – | 236 |
|
|
2018
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 885 |
|