IFP Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$27 | – | 3158 |
|
|
2025
Q1 | $27 | Hold |
2
| – | – | ﹤0.01% | 4127 |
|
|
2024
Q4 | $23 | Buy |
+2
| New | +$23 | ﹤0.01% | 4430 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$279 | – | 3106 |
|
|
2023
Q3 | $279 | Sell |
19
-1,200
| -98% | -$17.6K | ﹤0.01% | 3163 |
|
|
2023
Q2 | $20.7K | Buy |
1,219
+1,103
| +951% | +$18.8K | ﹤0.01% | 1975 |
|
|
2023
Q1 | $2.63K | Sell |
116
-1,047
| -90% | -$23.7K | ﹤0.01% | 2807 |
|
|
2022
Q4 | $27K | Buy |
1,163
+814
| +233% | +$18.9K | ﹤0.01% | 2669 |
|
|
2022
Q3 | $8K | Hold |
349
| – | – | ﹤0.01% | 3761 |
|
|
2022
Q2 | $8K | Hold |
349
| – | – | ﹤0.01% | 3514 |
|
|
2022
Q1 | $8K | Buy |
+349
| New | +$8K | ﹤0.01% | 3514 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3590 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3317 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3237 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3150 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3016 |
|
|
2020
Q2 | – | Sell |
-623
| Closed | -$5K | – | 2897 |
|
|
2020
Q1 | $5K | Sell |
623
-53
| -8% | -$425 | ﹤0.01% | 2021 |
|
|
2019
Q4 | $12K | Sell |
676
-1,327
| -66% | -$23.6K | ﹤0.01% | 1833 |
|
|
2019
Q3 | $28K | Buy |
+2,003
| New | +$28K | ﹤0.01% | 1615 |
|
|
2019
Q1 | $538K | Buy |
30,453
+30,122
| +9,100% | +$532K | 0.07% | 273 |
|
|
2018
Q4 | $4K | Buy |
331
+72
| +28% | +$870 | ﹤0.01% | 2877 |
|
|
2018
Q3 | $5K | Buy |
259
+49
| +23% | +$946 | ﹤0.01% | 3149 |
|
|
2018
Q2 | $4K | Sell |
210
-1,084
| -84% | -$20.6K | ﹤0.01% | 3298 |
|
|
2018
Q1 | $41K | Hold |
1,294
| – | – | ﹤0.01% | 1932 |
|
|
2017
Q4 | $41K | Buy |
1,294
+1,084
| +516% | +$34.3K | ﹤0.01% | 1927 |
|
|
2017
Q3 | $6K | Sell |
210
-476
| -69% | -$13.6K | ﹤0.01% | 3248 |
|
|
2017
Q2 | $15K | Hold |
686
| – | – | ﹤0.01% | 2715 |
|
|
2017
Q1 | $13K | Hold |
686
| – | – | ﹤0.01% | 2733 |
|
|
2016
Q4 | $13K | Buy |
686
+476
| +227% | +$9.02K | ﹤0.01% | 2719 |
|
|
2016
Q3 | $3K | Buy |
210
+157
| +296% | +$2.24K | ﹤0.01% | 3421 |
|
|
2016
Q2 | $1K | Sell |
53
-30,400
| -100% | -$574K | ﹤0.01% | 3582 |
|
|
2016
Q1 | $538K | Buy |
30,453
+26,736
| +719% | +$472K | 0.07% | 273 |
|
|
2015
Q4 | $51K | Buy |
+3,717
| New | +$51K | ﹤0.01% | 1602 |
|