Dana Investment Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
58,822
-8,634
| -13% | -$237K | 0.05% | 321 |
|
|
2025
Q1 | $1.66M | Sell |
67,456
-3,474
| -5% | -$85.7K | 0.06% | 302 |
|
|
2024
Q4 | $1.63M | Sell |
70,930
-164
| -0.2% | -$3.78K | 0.05% | 321 |
|
|
2024
Q3 | $1.52M | Buy |
71,094
+3,733
| +6% | +$79.6K | 0.05% | 331 |
|
|
2024
Q2 | $1.49M | Buy |
67,361
+12,146
| +22% | +$268K | 0.05% | 333 |
|
|
2024
Q1 | $1.26M | Buy |
55,215
+2,716
| +5% | +$62.2K | 0.04% | 351 |
|
|
2023
Q4 | $1.11M | Sell |
52,499
-783
| -1% | -$16.6K | 0.05% | 241 |
|
|
2023
Q3 | $1.13M | Sell |
53,282
-7,826
| -13% | -$165K | 0.06% | 222 |
|
|
2023
Q2 | $1.4M | Buy |
61,108
+1,447
| +2% | +$33.1K | 0.07% | 201 |
|
|
2023
Q1 | $1.46M | Sell |
59,661
-2,512
| -4% | -$61.6K | 0.07% | 189 |
|
|
2022
Q4 | $1.51M | Buy |
62,173
+5,335
| +9% | +$130K | 0.08% | 172 |
|
|
2022
Q3 | $1.14M | Sell |
56,838
-755
| -1% | -$15.1K | 0.06% | 200 |
|
|
2022
Q2 | $1.44M | Buy |
+57,593
| New | +$1.44M | 0.07% | 172 |
|