American Portfolios Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $131K | Sell |
1,444
-598
| -29% | -$54.4K | 0.01% | 1199 |
|
|
2022
Q2 | $193K | Sell |
2,042
-283
| -12% | -$26.8K | 0.01% | 1058 |
|
|
2022
Q1 | $256K | Buy |
2,325
+114
| +5% | +$12.6K | 0.01% | 1043 |
|
|
2021
Q4 | $256K | Buy |
2,211
+342
| +18% | +$39.5K | 0.01% | 1026 |
|
|
2021
Q3 | $230K | Buy |
1,869
+241
| +15% | +$29.6K | 0.01% | 1052 |
|
|
2021
Q2 | $193K | Buy |
1,628
+493
| +43% | +$58.3K | 0.01% | 1117 |
|
|
2021
Q1 | $108K | Buy |
1,135
+545
| +92% | +$51.8K | ﹤0.01% | 1287 |
|
|
2020
Q4 | $53.4K | Buy |
590
+4
| +0.7% | +$362 | ﹤0.01% | 1388 |
|
|
2020
Q3 | $33.9K | Sell |
586
-97
| -14% | -$5.61K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $34.2K | Sell |
683
-59
| -8% | -$2.96K | ﹤0.01% | 1426 |
|
|
2020
Q1 | $26.5K | Buy |
742
+53
| +8% | +$1.89K | ﹤0.01% | 1420 |
|
|
2019
Q4 | $58.4K | Buy |
689
+25
| +4% | +$2.12K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $53.8K | Buy |
664
+35
| +6% | +$2.84K | ﹤0.01% | 1249 |
|
|
2019
Q2 | $48.8K | Sell |
629
-88
| -12% | -$6.83K | ﹤0.01% | 1286 |
|
|
2019
Q1 | $51K | Sell |
717
-4,460
| -86% | -$317K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $305K | Sell |
5,177
-356
| -6% | -$21K | 0.04% | 406 |
|
|
2018
Q3 | $423K | Sell |
5,533
-1,633
| -23% | -$125K | 0.05% | 365 |
|
|
2018
Q2 | $505K | Sell |
7,166
-39
| -0.5% | -$2.75K | 0.07% | 279 |
|
|
2018
Q1 | $518K | Buy |
7,205
+724
| +11% | +$52.1K | 0.08% | 253 |
|
|
2017
Q4 | $499K | Buy |
+6,481
| New | +$499K | 0.08% | 252 |
|