Brown Shipley & Co’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 |
-37
| Closed | -$4.84K | – | 69 |
|
|
2024
Q2 | $4.84K | Sell |
37
-917
| -96% | -$120K | ﹤0.01% | 73 |
|
|
2024
Q1 | $123K | Sell |
954
-803
| -46% | -$104K | 0.04% | 64 |
|
|
2023
Q4 | $197K | Sell |
1,757
-2,121
| -55% | -$238K | 0.1% | 51 |
|
|
2023
Q3 | $336K | Buy |
3,878
+98
| +3% | +$8.49K | 0.19% | 49 |
|
|
2023
Q2 | $442K | Buy |
3,780
+1,245
| +49% | +$145K | 0.18% | 51 |
|
|
2023
Q1 | $251K | Buy |
+2,535
| New | +$251K | 0.16% | 53 |
|