Bison Wealth’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
Q4 | – | Sell |
-3,396
| Closed | -$476K | – | 346 |
|
|
2024
Q3 | $476K | Buy |
3,396
+1,119
| +49% | +$157K | 0.08% | 243 |
|
|
2024
Q2 | $298K | Hold |
2,277
| – | – | 0.05% | 338 |
|
|
2024
Q1 | $298K | Buy |
+2,277
| New | +$298K | 0.05% | 338 |
|
|
2022
Q4 | – | Sell |
-12,882
| Closed | -$1.17M | – | 271 |
|
|
2022
Q3 | $1.17M | Buy |
+12,882
| New | +$1.17M | 0.46% | 66 |
|