Capital Investment Advisory Services’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
Q1 | – | Sell |
-1,401
| Closed | -$157K | – | 960 |
|
|
2023
Q4 | $157K | Buy |
+1,401
| New | +$157K | 0.01% | 508 |
|
|
2019
Q4 | – | Sell |
-1,134
| Closed | -$92K | – | 722 |
|
|
2019
Q3 | $92K | Sell |
1,134
-26
| -2% | -$2.11K | 0.03% | 413 |
|
|
2019
Q2 | $96K | Buy |
1,160
+101
| +10% | +$8.36K | 0.03% | 395 |
|
|
2019
Q1 | $75K | Buy |
1,059
+99
| +10% | +$7.01K | 0.03% | 405 |
|
|
2018
Q4 | $57K | Buy |
+960
| New | +$57K | 0.02% | 429 |
|