Aigen Investment Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,039
| Closed | -$398K | – | 792 |
|
|
2024
Q2 | $398K | Buy |
+3,039
| New | +$398K | 0.08% | 384 |
|
|
2023
Q4 | – | Sell |
-3,390
| Closed | -$294K | – | 849 |
|
|
2023
Q3 | $294K | Buy |
+3,390
| New | +$294K | 0.06% | 532 |
|
|
2022
Q1 | – | Sell |
-6,311
| Closed | -$725K | – | 670 |
|
|
2021
Q4 | $725K | Buy |
6,311
+1,542
| +32% | +$177K | 0.04% | 513 |
|
|
2021
Q3 | $586K | Buy |
4,769
+1,821
| +62% | +$224K | 0.11% | 225 |
|
|
2021
Q2 | $349K | Buy |
+2,948
| New | +$349K | 0.06% | 296 |
|
|
2020
Q3 | – | Sell |
-5,327
| Closed | -$267K | – | 904 |
|
|
2020
Q2 | $267K | Sell |
5,327
-49,736
| -90% | -$2.49M | 0.03% | 639 |
|
|
2020
Q1 | $1.96M | Buy |
+55,063
| New | +$1.96M | 0.26% | 90 |
|