Bruce G. Allen Investments’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-247
| Closed | -$42.2K | – | 1097 |
|
|
2025
Q1 | $42.2K | Sell |
247
-16
| -6% | -$2.73K | 0.03% | 277 |
|
|
2024
Q4 | $45.6K | Sell |
263
-4
| -1% | -$693 | 0.04% | 274 |
|
|
2024
Q3 | $37.5K | Sell |
267
-1
| -0.4% | -$140 | 0.03% | 305 |
|
|
2024
Q2 | $35.1K | Hold |
268
| – | – | 0.03% | 299 |
|
|
2024
Q1 | $35.1K | Buy |
268
+18
| +7% | +$2.36K | 0.03% | 300 |
|
|
2023
Q4 | $28.1K | Buy |
+250
| New | +$28.1K | 0.03% | 326 |
|