Buckingham Strategic 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
Q2 | $256K | Sell |
1,956
-126
| -6% | -$16.5K | ﹤0.01% | 643 |
|
|
2024
Q1 | $273K | Buy |
2,082
+291
| +16% | +$38.1K | ﹤0.01% | 617 |
|
|
2023
Q4 | $201K | Buy |
+1,791
| New | +$201K | ﹤0.01% | 679 |
|
|
2023
Q3 | – | Sell |
-2,242
| Closed | -$262K | – | 689 |
|
|
2023
Q2 | $262K | Buy |
+2,242
| New | +$262K | ﹤0.01% | 559 |
|
|
2022
Q2 | – | Sell |
-1,871
| Closed | -$206K | – | 621 |
|
|
2022
Q1 | $206K | Buy |
1,871
+79
| +4% | +$8.7K | ﹤0.01% | 561 |
|
|
2021
Q4 | $207K | Sell |
1,792
-5
| -0.3% | -$578 | ﹤0.01% | 555 |
|
|
2021
Q3 | $221K | Buy |
1,797
+18
| +1% | +$2.21K | ﹤0.01% | 540 |
|
|
2021
Q2 | $210K | Buy |
+1,779
| New | +$210K | 0.01% | 557 |
|
|
2020
Q1 | – | Sell |
-3,419
| Closed | -$290K | – | 474 |
|
|
2019
Q4 | $290K | Buy |
3,419
+123
| +4% | +$10.4K | 0.03% | 364 |
|
|
2019
Q3 | $267K | Buy |
3,296
+4
| +0.1% | +$324 | 0.03% | 344 |
|
|
2019
Q2 | $255K | Sell |
3,292
-36
| -1% | -$2.79K | 0.03% | 371 |
|
|
2019
Q1 | $237K | Sell |
3,328
-127
| -4% | -$9.04K | 0.03% | 353 |
|
|
2018
Q4 | $204K | Buy |
3,455
+133
| +4% | +$7.85K | 0.03% | 324 |
|
|
2018
Q3 | $254K | Buy |
3,322
+50
| +2% | +$3.82K | 0.04% | 296 |
|
|
2018
Q2 | $230K | Buy |
3,272
+460
| +16% | +$32.3K | 0.04% | 313 |
|
|
2018
Q1 | $202K | Buy |
+2,812
| New | +$202K | 0.04% | 292 |
|