Steward Partners Investment Advisory’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-723
| Closed | -$7.64K | – | 3998 |
|
|
2024
Q3 | $7.64K | Buy |
+723
| New | +$7.64K | ﹤0.01% | 3053 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$307 | – | 3594 |
|
|
2023
Q4 | $307 | Hold |
21
| – | – | ﹤0.01% | 3391 |
|
|
2023
Q3 | $308 | Hold |
21
| – | – | ﹤0.01% | 3278 |
|
|
2023
Q2 | $357 | Sell |
21
-39
| -65% | -$663 | ﹤0.01% | 3209 |
|
|
2023
Q1 | $903 | Sell |
60
-2,286
| -97% | -$34.4K | ﹤0.01% | 3125 |
|
|
2022
Q4 | $35.5K | Sell |
2,346
-294
| -11% | -$4.45K | ﹤0.01% | 1971 |
|
|
2022
Q3 | $30K | Sell |
2,640
-53
| -2% | -$602 | ﹤0.01% | 2020 |
|
|
2022
Q2 | $38K | Hold |
2,693
| – | – | ﹤0.01% | 1933 |
|
|
2022
Q1 | $47K | Buy |
2,693
+302
| +13% | +$5.27K | ﹤0.01% | 1949 |
|
|
2021
Q4 | $55K | Buy |
2,391
+176
| +8% | +$4.05K | ﹤0.01% | 1862 |
|
|
2021
Q3 | $49K | Buy |
2,215
+242
| +12% | +$5.35K | ﹤0.01% | 1902 |
|
|
2021
Q2 | $47K | Buy |
1,973
+911
| +86% | +$21.7K | ﹤0.01% | 3523 |
|
|
2021
Q1 | $25.8K | Buy |
+1,062
| New | +$25.8K | ﹤0.01% | 2349 |
|
|
2019
Q3 | – | Sell |
-256
| Closed | -$5K | – | 2635 |
|
|
2019
Q2 | $5K | Buy |
+256
| New | +$5K | ﹤0.01% | 2205 |
|
|
2018
Q4 | – | Sell |
-1,225
| Closed | -$23K | – | 1057 |
|
|
2018
Q3 | $23K | Buy |
1,225
+256
| +26% | +$4.81K | ﹤0.01% | 1492 |
|
|
2018
Q2 | $20K | Sell |
969
-75
| -7% | -$1.55K | ﹤0.01% | 1467 |
|
|
2018
Q1 | $26K | Buy |
1,044
+254
| +32% | +$6.33K | ﹤0.01% | 1234 |
|
|
2017
Q4 | $25K | Buy |
790
+595
| +305% | +$18.8K | ﹤0.01% | 1043 |
|
|
2017
Q3 | $5K | Buy |
+195
| New | +$5K | ﹤0.01% | 1281 |
|