Creative Planning’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $459K | Buy |
35,948
+2,510
| +8% | +$34.5K | ﹤0.01% | 3094 |
|
|
2025
Q4 | $468K | Buy |
33,438
+11,363
| +51% | +$153K | ﹤0.01% | 2905 |
|
|
2025
Q3 | $271K | Buy |
22,075
+3,409
| +18% | +$42.7K | ﹤0.01% | 3224 |
|
|
2025
Q2 | $228K | Sell |
18,666
-2,561
| -12% | -$31.1K | ﹤0.01% | 3123 |
|
|
2025
Q1 | $276K | Buy |
21,227
+5,557
| +35% | +$74.5K | ﹤0.01% | 2828 |
|
|
2024
Q4 | $198K | Buy |
15,670
+1,918
| +14% | +$23.9K | ﹤0.01% | 2974 |
|
|
2024
Q3 | $175K | Buy |
+13,752
| New | +$170K | ﹤0.01% | 2884 |
|
|
2019
Q2 | – | Sell |
-4,250
| Closed | -$78K | – | 2043 |
|
|
2019
Q1 | $78K | Buy |
4,250
+150
| +4% | +$2.74K | ﹤0.01% | 1738 |
|
|
2018
Q4 | $70K | Sell |
4,100
-867
| -17% | -$15.5K | ﹤0.01% | 1675 |
|
|
2018
Q3 | $95K | Hold |
4,967
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q2 | $97K | Sell |
4,967
-1,875
| -27% | -$36.6K | ﹤0.01% | 1775 |
|
|
2018
Q1 | $136K | Buy |
6,842
+1,875
| +38% | +$36.6K | ﹤0.01% | 1693 |
|
|
2017
Q4 | $104K | Sell |
4,967
-3,154
| -39% | -$67.5K | ﹤0.01% | 1726 |
|
|
2017
Q3 | $177K | Sell |
8,121
-152
| -2% | -$3.22K | ﹤0.01% | 1630 |
|
|
2017
Q2 | $176K | Sell |
8,273
-5,189
| -39% | -$108K | ﹤0.01% | 1597 |
|
|
2017
Q1 | $286K | Hold |
13,462
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q4 | $275K | Buy |
13,462
+7,000
| +108% | +$144K | ﹤0.01% | 1231 |
|
|
2016
Q3 | $144K | Hold |
6,462
| – | – | ﹤0.01% | 1603 |
|
|
2016
Q2 | $135K | Sell |
6,462
-126
| -2% | -$2.54K | ﹤0.01% | 1476 |
|
|
2016
Q1 | $131K | Buy |
6,588
+150
| +2% | +$2.8K | ﹤0.01% | 1469 |
|
|
2015
Q4 | $123K | Buy |
6,438
+1,366
| +27% | +$27.3K | ﹤0.01% | 1506 |
|
|
2015
Q3 | $100K | Buy |
5,072
+667
| +15% | +$14K | ﹤0.01% | 1598 |
|
|
2015
Q2 | $101K | Buy |
4,405
+2,587
| +142% | +$61.4K | ﹤0.01% | 974 |
|
|
2015
Q1 | $46K | Sell |
1,818
-106
| -6% | -$2.66K | ﹤0.01% | 2082 |
|
|
2014
Q4 | $48K | Hold |
1,924
| – | – | ﹤0.01% | 2031 |
|
|
2014
Q3 | $47K | Sell |
1,924
-6,377
| -77% | -$162K | ﹤0.01% | 1963 |
|
|
2014
Q2 | $220K | Buy |
8,301
+67
| +0.8% | +$1.73K | ﹤0.01% | 978 |
|
|
2014
Q1 | $221K | Buy |
8,234
+1,666
| +25% | +$41.9K | ﹤0.01% | 952 |
|
|
2013
Q4 | $158K | Sell |
6,568
-5
| -0.1% | -$125 | ﹤0.01% | 965 |
|
|
2013
Q3 | $173K | Hold |
6,573
| – | – | ﹤0.01% | 824 |
|
|
2013
Q2 | $201K | Buy |
+6,573
| New | +$207K | ﹤0.01% | 685 |
|
Other funds holding DX
VCM
