Opes Wealth Management’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 | $914K | Buy |
53,305
+12,359
| +30% | +$212K | 0.16% | 75 |
|
|
2025
Q1 | $546K | Hold |
40,946
| – | – | 0.11% | 85 |
|
|
2024
Q4 | $473K | Hold |
40,946
| – | – | 0.1% | 85 |
|
|
2024
Q3 | $432K | Hold |
40,946
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $496K | Hold |
40,946
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $520K | Buy |
40,946
+8,205
| +25% | +$104K | 0.12% | 82 |
|
|
2023
Q4 | $478K | Hold |
32,741
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $480K | Hold |
32,741
| – | – | 0.13% | 80 |
|
|
2023
Q2 | $557K | Hold |
32,741
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $493K | Buy |
32,741
+6,737
| +26% | +$101K | 0.16% | 69 |
|
|
2022
Q4 | $393K | Hold |
26,004
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $297K | Hold |
26,004
| – | – | 0.12% | 78 |
|
|
2022
Q2 | $366K | Hold |
26,004
| – | – | 0.15% | 70 |
|
|
2022
Q1 | $457K | Buy |
26,004
+5,972
| +30% | +$105K | 0.15% | 69 |
|
|
2021
Q4 | $457K | Hold |
20,032
| – | – | 0.14% | 72 |
|
|
2021
Q3 | $446K | Hold |
20,032
| – | – | 0.16% | 67 |
|
|
2021
Q2 | $476K | Buy |
20,032
+8,452
| +73% | +$201K | 0.18% | 57 |
|
|
2021
Q1 | $282K | Hold |
11,580
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $226K | Hold |
11,580
| – | – | 0.11% | 73 |
|
|
2020
Q3 | $143K | Hold |
11,580
| – | – | 0.07% | 76 |
|
|
2020
Q2 | $141K | Hold |
11,580
| – | – | 0.07% | 67 |
|
|
2020
Q1 | $90K | Buy |
+11,580
| New | +$90K | 0.07% | 46 |
|