Creative 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 | $449K | Sell |
26,181
-4,625
| -15% | -$79.3K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $411K | Buy |
30,806
+7,241
| +31% | +$96.5K | ﹤0.01% | 2473 |
|
|
2024
Q4 | $272K | Sell |
23,565
-38,786
| -62% | -$448K | ﹤0.01% | 2730 |
|
|
2024
Q3 | $658K | Buy |
62,351
+26,163
| +72% | +$276K | ﹤0.01% | 1861 |
|
|
2024
Q2 | $439K | Buy |
36,188
+12,486
| +53% | +$151K | ﹤0.01% | 2036 |
|
|
2024
Q1 | $301K | Buy |
23,702
+3,043
| +15% | +$38.6K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $302K | Buy |
20,659
+1,555
| +8% | +$22.7K | ﹤0.01% | 2079 |
|
|
2023
Q3 | $280K | Buy |
19,104
+3,489
| +22% | +$51.2K | ﹤0.01% | 1985 |
|
|
2023
Q2 | $265K | Sell |
15,615
-756
| -5% | -$12.9K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $246K | Sell |
16,371
-297
| -2% | -$4.47K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $252K | Buy |
16,668
+4,185
| +34% | +$63.3K | ﹤0.01% | 1845 |
|
|
2022
Q3 | $143K | Sell |
12,483
-1,748
| -12% | -$20K | ﹤0.01% | 1966 |
|
|
2022
Q2 | $200K | Buy |
14,231
+3,523
| +33% | +$49.5K | ﹤0.01% | 1875 |
|
|
2022
Q1 | $188K | Sell |
10,708
-78
| -0.7% | -$1.37K | ﹤0.01% | 1899 |
|
|
2021
Q4 | $246K | Sell |
10,786
-1,172
| -10% | -$26.7K | ﹤0.01% | 1754 |
|
|
2021
Q3 | $266K | Sell |
11,958
-57,224
| -83% | -$1.27M | ﹤0.01% | 1666 |
|
|
2021
Q2 | $1.64M | Sell |
69,182
-3,034
| -4% | -$72.1K | ﹤0.01% | 747 |
|
|
2021
Q1 | $1.76M | Hold |
72,216
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $1.41M | Sell |
72,216
-2,000
| -3% | -$39.1K | ﹤0.01% | 794 |
|
|
2020
Q3 | $914K | Buy |
74,216
+1,500
| +2% | +$18.5K | ﹤0.01% | 831 |
|
|
2020
Q2 | $886K | Buy |
72,716
+509
| +0.7% | +$6.2K | ﹤0.01% | 777 |
|
|
2020
Q1 | $564K | Sell |
72,207
-2,011
| -3% | -$15.7K | ﹤0.01% | 873 |
|
|
2019
Q4 | $1.35M | Sell |
74,218
-32,283
| -30% | -$588K | ﹤0.01% | 658 |
|
|
2019
Q3 | $1.54M | Buy |
106,501
+571
| +0.5% | +$8.25K | 0.01% | 578 |
|
|
2019
Q2 | $2.11M | Buy |
105,930
+223
| +0.2% | +$4.45K | 0.01% | 480 |
|
|
2019
Q1 | $1.88M | Sell |
105,707
-1,114
| -1% | -$19.8K | 0.01% | 482 |
|
|
2018
Q4 | $1.46M | Sell |
106,821
-3,299
| -3% | -$45K | 0.01% | 513 |
|
|
2018
Q3 | $2.06M | Buy |
110,120
+4,799
| +5% | +$89.6K | 0.01% | 473 |
|
|
2018
Q2 | $2.13M | Sell |
105,321
-214
| -0.2% | -$4.32K | 0.01% | 452 |
|
|
2018
Q1 | $2.72M | Buy |
105,535
+28,142
| +36% | +$725K | 0.01% | 389 |
|
|
2017
Q4 | $2.48M | Sell |
77,393
-28,970
| -27% | -$927K | 0.01% | 407 |
|
|
2017
Q3 | $2.97M | Buy |
106,363
+1,168
| +1% | +$32.7K | 0.01% | 349 |
|
|
2017
Q2 | $2.35M | Hold |
105,195
| – | – | 0.01% | 392 |
|
|
2017
Q1 | $2.03M | Sell |
105,195
-30,000
| -22% | -$579K | 0.01% | 422 |
|
|
2016
Q4 | $2.57M | Hold |
135,195
| – | – | 0.02% | 333 |
|
|
2016
Q3 | $2.11M | Buy |
135,195
+189
| +0.1% | +$2.95K | 0.01% | 364 |
|
|
2016
Q2 | $1.43M | Hold |
135,006
| – | – | 0.01% | 423 |
|
|
2016
Q1 | $1.9M | Buy |
135,006
+134,503
| +26,740% | +$1.89M | 0.01% | 326 |
|
|
2015
Q4 | $7K | Buy |
503
+17
| +3% | +$237 | ﹤0.01% | 3436 |
|
|
2015
Q3 | $8K | Buy |
+486
| New | +$8K | ﹤0.01% | 3294 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | – | – | 1458 |
|
|
2015
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4082 |
|
|
2014
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 4031 |
|
|
2014
Q3 | $0 | Sell |
3
-505
| -99% | – | ﹤0.01% | 3868 |
|
|
2014
Q2 | $12K | Buy |
508
+300
| +144% | +$7.09K | ﹤0.01% | 2718 |
|
|
2014
Q1 | $5K | Buy |
208
+200
| +2,500% | +$4.81K | ﹤0.01% | 3001 |
|
|
2013
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3339 |
|
|
2013
Q3 | $0 | Sell |
8
-400
| -98% | – | ﹤0.01% | 3231 |
|
|
2013
Q2 | $8K | Buy |
+408
| New | +$8K | ﹤0.01% | 2350 |
|