Creative Planning’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Buy |
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|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $188K | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.76M | Hold |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $914K | Buy |
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|
2020
Q2 | $886K | Buy |
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|
2020
Q1 | $564K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $2.11M | Buy |
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|
2019
Q1 | $1.88M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $2.72M | Buy |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.97M | Buy |
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|
2017
Q2 | $2.35M | Hold |
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|
2017
Q1 | $2.03M | Sell |
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|
2016
Q4 | $2.57M | Hold |
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|
2016
Q3 | $2.11M | Buy |
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|
2016
Q2 | $1.43M | Hold |
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|
2016
Q1 | $1.9M | Buy |
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|
2015
Q4 | $7K | Buy |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Hold |
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|
2014
Q3 | $0 | Sell |
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|
2014
Q2 | $12K | Buy |
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|
2014
Q1 | $5K | Buy |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $8K | Buy |
|