Creative Planning’s Denny's DENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,669
| Closed | -$131K | – | 3495 |
|
|
2024
Q4 | $131K | Sell |
21,669
-16,000
| -42% | -$96.8K | ﹤0.01% | 3082 |
|
|
2024
Q3 | $243K | Buy |
37,669
+2,273
| +6% | +$14.7K | ﹤0.01% | 2701 |
|
|
2024
Q2 | $251K | Buy |
35,396
+24,139
| +214% | +$171K | ﹤0.01% | 2492 |
|
|
2024
Q1 | $101K | Sell |
11,257
-1,218
| -10% | -$10.9K | ﹤0.01% | 2694 |
|
|
2023
Q4 | $136K | Buy |
12,475
+11,785
| +1,708% | +$128K | ﹤0.01% | 2519 |
|
|
2023
Q3 | $5.85K | Buy |
+690
| New | +$5.85K | ﹤0.01% | 2661 |
|
|
2022
Q2 | – | Sell |
-690
| Closed | -$10K | – | 2248 |
|
|
2022
Q1 | $10K | Buy |
+690
| New | +$10K | ﹤0.01% | 2161 |
|
|
2017
Q3 | – | Sell |
-1,615
| Closed | -$19K | – | 2263 |
|
|
2017
Q2 | $19K | Hold |
1,615
| – | – | ﹤0.01% | 3179 |
|
|
2017
Q1 | $20K | Buy |
1,615
+650
| +67% | +$8.05K | ﹤0.01% | 3093 |
|
|
2016
Q4 | $12K | Hold |
965
| – | – | ﹤0.01% | 3358 |
|
|
2016
Q3 | $10K | Buy |
965
+200
| +26% | +$2.07K | ﹤0.01% | 3445 |
|
|
2016
Q2 | $8K | Sell |
765
-900
| -54% | -$9.41K | ﹤0.01% | 3322 |
|
|
2016
Q1 | $17K | Sell |
1,665
-1,000
| -38% | -$10.2K | ﹤0.01% | 2840 |
|
|
2015
Q4 | $26K | Buy |
2,665
+2,200
| +473% | +$21.5K | ﹤0.01% | 2606 |
|
|
2015
Q3 | $5K | Buy |
+465
| New | +$5K | ﹤0.01% | 3541 |
|
|
2015
Q2 | – | Sell |
-465
| Closed | -$5K | – | 1473 |
|
|
2015
Q1 | $5K | Hold |
465
| – | – | ﹤0.01% | 3453 |
|
|
2014
Q4 | $5K | Buy |
465
+200
| +75% | +$2.15K | ﹤0.01% | 3407 |
|
|
2014
Q3 | $2K | Hold |
265
| – | – | ﹤0.01% | 3553 |
|
|
2014
Q2 | $2K | Hold |
265
| – | – | ﹤0.01% | 3395 |
|
|
2014
Q1 | $2K | Hold |
265
| – | – | ﹤0.01% | 3262 |
|
|
2013
Q4 | $2K | Hold |
265
| – | – | ﹤0.01% | 3087 |
|
|
2013
Q3 | $2K | Hold |
265
| – | – | ﹤0.01% | 2972 |
|
|
2013
Q2 | $1K | Buy |
+265
| New | +$1K | ﹤0.01% | 2931 |
|