Center for Financial Planning’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 | $412K | Hold |
24,000
| – | – | 0.05% | 119 |
|
2025
Q1 | $320K | Hold |
24,000
| – | – | 0.04% | 128 |
|
2024
Q4 | $277K | Hold |
24,000
| – | – | 0.04% | 131 |
|
2024
Q3 | $253K | Hold |
24,000
| – | – | 0.03% | 136 |
|
2024
Q2 | $291K | Hold |
24,000
| – | – | 0.04% | 121 |
|
2024
Q1 | $305K | Hold |
24,000
| – | – | 0.05% | 120 |
|
2023
Q4 | $351K | Hold |
24,000
| – | – | 0.06% | 105 |
|
2023
Q3 | $352K | Hold |
24,000
| – | – | 0.08% | 98 |
|
2023
Q2 | $408K | Hold |
24,000
| – | – | 0.09% | 88 |
|
2023
Q1 | $361K | Hold |
24,000
| – | – | 0.08% | 97 |
|
2022
Q4 | $363K | Hold |
24,000
| – | – | 0.09% | 94 |
|
2022
Q3 | $274K | Hold |
24,000
| – | – | 0.07% | 99 |
|
2022
Q2 | $338K | Hold |
24,000
| – | – | 0.09% | 92 |
|
2022
Q1 | $422K | Hold |
24,000
| – | – | 0.09% | 89 |
|
2021
Q4 | $548K | Hold |
24,000
| – | – | 0.11% | 78 |
|
2021
Q3 | $534K | Hold |
24,000
| – | – | 0.13% | 74 |
|
2021
Q2 | $570K | Hold |
24,000
| – | – | 0.14% | 76 |
|
2021
Q1 | $584K | Hold |
24,000
| – | – | 0.15% | 72 |
|
2020
Q4 | $468K | Hold |
24,000
| – | – | 0.13% | 74 |
|
2020
Q3 | $296K | Hold |
24,000
| – | – | 0.1% | 89 |
|
2020
Q2 | $293K | Hold |
24,000
| – | – | 0.1% | 88 |
|
2020
Q1 | $187K | Hold |
24,000
| – | – | 0.06% | 109 |
|
2019
Q4 | $437K | Buy |
+24,000
| New | +$437K | 0.11% | 78 |
|