Baker Avenue Asset 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
2023
Q4
Sell
-5,833
Closed -$505K 626
2023
Q3
$505K Sell
5,833
-15,977
-73% -$1.38M 0.03% 261
2023
Q2
$2.55M Buy
21,810
+21,633
+12,222% +$2.53M 0.13% 123
2023
Q1
$17.5K Sell
177
-53
-23% -$5.24K ﹤0.01% 682
2022
Q4
$22.5K Buy
+230
New +$22.5K ﹤0.01% 597