Cambridge Financial Group’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 |
-54,215
| Closed | -$4.7M | – | 33 |
|
|
2023
Q3 | $4.7M | Buy |
+54,215
| New | +$4.7M | 2.56% | 27 |
|
|
2022
Q4 | $4.22M | Buy |
+43,123
| New | +$4.22M | 2.35% | 27 |
|
|
2022
Q1 | $6.26M | Sell |
56,770
-2,275
| -4% | -$251K | 2.81% | 24 |
|
|
2021
Q4 | $6.82M | Sell |
59,045
-255
| -0.4% | -$29.5K | 2.68% | 26 |
|
|
2021
Q3 | $7.29M | Buy |
+59,300
| New | +$7.29M | 3.2% | 20 |
|