Allworth Financial’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62K | Buy |
211
+87
| +70% | +$1.49K | ﹤0.01% | 3432 |
|
|
2025
Q1 | $1.55K | Sell |
124
-1,480
| -92% | -$18.5K | ﹤0.01% | 3299 |
|
|
2024
Q4 | $21.4K | Buy |
1,604
+1,510
| +1,606% | +$20.1K | ﹤0.01% | 2042 |
|
|
2024
Q3 | $993 | Sell |
94
-300
| -76% | -$3.17K | ﹤0.01% | 3217 |
|
|
2024
Q2 | $4.7K | Sell |
394
-10
| -2% | -$119 | ﹤0.01% | 2555 |
|
|
2024
Q1 | $5.13K | Buy |
404
+59
| +17% | +$749 | ﹤0.01% | 2397 |
|
|
2023
Q4 | $5.04K | Buy |
345
+253
| +275% | +$3.7K | ﹤0.01% | 2279 |
|
|
2023
Q3 | $1.35K | Buy |
92
+79
| +608% | +$1.16K | ﹤0.01% | 2727 |
|
|
2023
Q2 | $221 | Buy |
13
+3
| +30% | +$51 | ﹤0.01% | 3078 |
|
|
2023
Q1 | $151 | Sell |
10
-58
| -85% | -$876 | ﹤0.01% | 3059 |
|
|
2022
Q4 | $1.03K | Buy |
+68
| New | +$1.03K | ﹤0.01% | 2464 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | – | – | 2741 |
|
|
2022
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 2476 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$4K | – | 1210 |
|
|
2020
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 914 |
|