Creative Planning’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
18,666
-2,561
| -12% | -$31.3K | ﹤0.01% | 3113 |
|
|
2025
Q1 | $276K | Buy |
21,227
+5,557
| +35% | +$72.4K | ﹤0.01% | 2821 |
|
|
2024
Q4 | $198K | Buy |
15,670
+1,918
| +14% | +$24.3K | ﹤0.01% | 2965 |
|
|
2024
Q3 | $175K | Buy |
+13,752
| New | +$175K | ﹤0.01% | 2884 |
|
|
2019
Q2 | – | Sell |
-4,250
| Closed | -$78K | – | 1905 |
|
|
2019
Q1 | $78K | Buy |
4,250
+150
| +4% | +$2.75K | ﹤0.01% | 1717 |
|
|
2018
Q4 | $70K | Sell |
4,100
-867
| -17% | -$14.8K | ﹤0.01% | 1659 |
|
|
2018
Q3 | $95K | Hold |
4,967
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q2 | $97K | Sell |
4,967
-1,875
| -27% | -$36.6K | ﹤0.01% | 1755 |
|
|
2018
Q1 | $136K | Buy |
6,842
+1,875
| +38% | +$37.3K | ﹤0.01% | 1677 |
|
|
2017
Q4 | $104K | Sell |
4,967
-3,154
| -39% | -$66K | ﹤0.01% | 1716 |
|
|
2017
Q3 | $177K | Sell |
8,121
-152
| -2% | -$3.31K | ﹤0.01% | 1617 |
|
|
2017
Q2 | $176K | Sell |
8,273
-5,189
| -39% | -$110K | ﹤0.01% | 1585 |
|
|
2017
Q1 | $286K | Hold |
13,462
| – | – | ﹤0.01% | 1287 |
|
|
2016
Q4 | $275K | Buy |
13,462
+7,000
| +108% | +$143K | ﹤0.01% | 1223 |
|
|
2016
Q3 | $144K | Hold |
6,462
| – | – | ﹤0.01% | 1595 |
|
|
2016
Q2 | $135K | Sell |
6,462
-126
| -2% | -$2.63K | ﹤0.01% | 1470 |
|
|
2016
Q1 | $131K | Buy |
6,588
+150
| +2% | +$2.98K | ﹤0.01% | 1463 |
|
|
2015
Q4 | $123K | Buy |
6,438
+1,366
| +27% | +$26.1K | ﹤0.01% | 1496 |
|
|
2015
Q3 | $100K | Buy |
5,072
+667
| +15% | +$13.2K | ﹤0.01% | 1589 |
|
|
2015
Q2 | $101K | Buy |
4,405
+2,587
| +142% | +$59.3K | ﹤0.01% | 954 |
|
|
2015
Q1 | $46K | Sell |
1,818
-106
| -6% | -$2.68K | ﹤0.01% | 2068 |
|
|
2014
Q4 | $48K | Hold |
1,924
| – | – | ﹤0.01% | 2013 |
|
|
2014
Q3 | $47K | Sell |
1,924
-6,377
| -77% | -$156K | ﹤0.01% | 1946 |
|
|
2014
Q2 | $220K | Buy |
8,301
+67
| +0.8% | +$1.78K | ﹤0.01% | 975 |
|
|
2014
Q1 | $221K | Buy |
8,234
+1,666
| +25% | +$44.7K | ﹤0.01% | 951 |
|
|
2013
Q4 | $158K | Sell |
6,568
-5
| -0.1% | -$120 | ﹤0.01% | 965 |
|
|
2013
Q3 | $173K | Hold |
6,573
| – | – | ﹤0.01% | 824 |
|
|
2013
Q2 | $201K | Buy |
+6,573
| New | +$201K | ﹤0.01% | 685 |
|