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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Buy |
63,883
+22,093
| +53% | +$691K | ﹤0.01% | 1836 |
|
|
2025
Q4 | $993K | Buy |
41,790
+9,547
| +30% | +$202K | ﹤0.01% | 2291 |
|
|
2025
Q3 | $646K | Buy |
32,243
+6,062
| +23% | +$112K | ﹤0.01% | 2512 |
|
|
2025
Q2 | $449K | Sell |
26,181
-4,625
| -15% | -$69K | ﹤0.01% | 2560 |
|
|
2025
Q1 | $411K | Buy |
30,806
+7,241
| +31% | +$104K | ﹤0.01% | 2479 |
|
|
2024
Q4 | $272K | Sell |
23,565
-38,786
| -62% | -$403K | ﹤0.01% | 2739 |
|
|
2024
Q3 | $658K | Buy |
62,351
+26,163
| +72% | +$288K | ﹤0.01% | 1861 |
|
|
2024
Q2 | $439K | Buy |
36,188
+12,486
| +53% | +$162K | ﹤0.01% | 2044 |
|
|
2024
Q1 | $301K | Buy |
23,702
+3,043
| +15% | +$39.4K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $302K | Buy |
20,659
+1,555
| +8% | +$20.6K | ﹤0.01% | 2083 |
|
|
2023
Q3 | $280K | Buy |
19,104
+3,489
| +22% | +$58.2K | ﹤0.01% | 1991 |
|
|
2023
Q2 | $265K | Sell |
15,615
-756
| -5% | -$11K | ﹤0.01% | 2003 |
|
|
2023
Q1 | $246K | Sell |
16,371
-297
| -2% | -$4.86K | ﹤0.01% | 1961 |
|
|
2022
Q4 | $252K | Buy |
16,668
+4,185
| +34% | +$64.9K | ﹤0.01% | 1853 |
|
|
2022
Q3 | $143K | Sell |
12,483
-1,748
| -12% | -$26.5K | ﹤0.01% | 1980 |
|
|
2022
Q2 | $200K | Buy |
14,231
+3,523
| +33% | +$54.6K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $188K | Sell |
10,708
-78
| -0.7% | -$1.6K | ﹤0.01% | 1902 |
|
|
2021
Q4 | $246K | Sell |
10,786
-1,172
| -10% | -$27.2K | ﹤0.01% | 1754 |
|
|
2021
Q3 | $266K | Sell |
11,958
-57,224
| -83% | -$1.31M | ﹤0.01% | 1668 |
|
|
2021
Q2 | $1.64M | Sell |
69,182
-3,034
| -4% | -$78.7K | ﹤0.01% | 747 |
|
|
2021
Q1 | $1.76M | Hold |
72,216
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $1.41M | Sell |
72,216
-2,000
| -3% | -$33.5K | ﹤0.01% | 803 |
|
|
2020
Q3 | $914K | Buy |
74,216
+1,500
| +2% | +$19.5K | ﹤0.01% | 840 |
|
|
2020
Q2 | $886K | Buy |
72,716
+509
| +0.7% | +$5.53K | ﹤0.01% | 786 |
|
|
2020
Q1 | $564K | Sell |
72,207
-2,011
| -3% | -$27.7K | ﹤0.01% | 881 |
|
|
2019
Q4 | $1.35M | Sell |
74,218
-32,283
| -30% | -$539K | ﹤0.01% | 661 |
|
|
2019
Q3 | $1.54M | Buy |
106,501
+571
| +0.5% | +$8.87K | 0.01% | 580 |
|
|
2019
Q2 | $2.11M | Buy |
105,930
+223
| +0.2% | +$3.97K | 0.01% | 483 |
|
|
2019
Q1 | $1.88M | Sell |
105,707
-1,114
| -1% | -$19.8K | 0.01% | 485 |
|
|
2018
Q4 | $1.46M | Sell |
106,821
-3,299
| -3% | -$50K | 0.01% | 516 |
|
|
2018
Q3 | $2.06M | Buy |
110,120
+4,799
| +5% | +$96.6K | 0.01% | 476 |
|
|
2018
Q2 | $2.13M | Sell |
105,321
-214
| -0.2% | -$5.09K | 0.01% | 455 |
|
|
2018
Q1 | $2.72M | Buy |
105,535
+28,142
| +36% | +$832K | 0.01% | 391 |
|
|
2017
Q4 | $2.48M | Sell |
77,393
-28,970
| -27% | -$891K | 0.01% | 409 |
|
|
2017
Q3 | $2.97M | Buy |
106,363
+1,168
| +1% | +$28.4K | 0.01% | 350 |
|
|
2017
Q2 | $2.35M | Hold |
105,195
| – | – | 0.01% | 394 |
|
|
2017
Q1 | $2.03M | Sell |
105,195
-30,000
| -22% | -$581K | 0.01% | 423 |
|
|
2016
Q4 | $2.57M | Hold |
135,195
| – | – | 0.02% | 333 |
|
|
2016
Q3 | $2.11M | Buy |
135,195
+189
| +0.1% | +$2.58K | 0.01% | 365 |
|
|
2016
Q2 | $1.43M | Hold |
135,006
| – | – | 0.01% | 423 |
|
|
2016
Q1 | $1.9M | Buy |
135,006
+134,503
| +26,740% | +$1.68M | 0.01% | 326 |
|
|
2015
Q4 | $7K | Buy |
503
+17
| +3% | +$268 | ﹤0.01% | 3492 |
|
|
2015
Q3 | $8K | Buy |
+486
| New | +$8.79K | ﹤0.01% | 3331 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | – | – | 1519 |
|
|
2015
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4240 |
|
|
2014
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 4184 |
|
|
2014
Q3 | $0 | Sell |
3
-505
| -99% | -$11.5K | ﹤0.01% | 4019 |
|
|
2014
Q2 | $12K | Buy |
508
+300
| +144% | +$6.72K | ﹤0.01% | 2767 |
|
|
2014
Q1 | $5K | Buy |
208
+200
| +2,500% | +$4.15K | ﹤0.01% | 3070 |
|
|
2013
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3339 |
|
|
2013
Q3 | $0 | Sell |
8
-400
| -98% | -$8.66K | ﹤0.01% | 3231 |
|
|
2013
Q2 | $8K | Buy |
+408
| New | +$7.22K | ﹤0.01% | 2350 |
|
Other funds holding DAN
VPM
VCM
