Cetera Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.67M | Buy |
20,340
+7,462
| +58% | +$978K | 0.02% | 691 |
|
|
2023
Q4 | $1.45M | Buy |
12,878
+5,742
| +80% | +$645K | 0.02% | 622 |
|
|
2023
Q3 | $618K | Buy |
7,136
+853
| +14% | +$73.9K | 0.01% | 947 |
|
|
2023
Q2 | $734K | Sell |
6,283
-481
| -7% | -$56.2K | 0.01% | 856 |
|
|
2023
Q1 | $669K | Buy |
6,764
+642
| +10% | +$63.5K | 0.01% | 872 |
|
|
2022
Q4 | $599K | Buy |
6,122
+3,436
| +128% | +$336K | 0.01% | 889 |
|
|
2022
Q3 | $244K | Sell |
2,686
-71
| -3% | -$6.45K | 0.01% | 1054 |
|
|
2022
Q2 | $261K | Buy |
2,757
+244
| +10% | +$23.1K | 0.01% | 1098 |
|
|
2022
Q1 | $277K | Buy |
2,513
+424
| +20% | +$46.7K | 0.01% | 1144 |
|
|
2021
Q4 | $241K | Sell |
2,089
-299
| -13% | -$34.5K | ﹤0.01% | 1223 |
|
|
2021
Q3 | $293K | Buy |
2,388
+291
| +14% | +$35.7K | 0.01% | 1117 |
|
|
2021
Q2 | $248K | Sell |
2,097
-106
| -5% | -$12.5K | 0.01% | 1135 |
|
|
2021
Q1 | $209K | Sell |
2,203
-380
| -15% | -$36.1K | 0.01% | 1135 |
|
|
2020
Q4 | $234K | Buy |
+2,583
| New | +$234K | 0.01% | 922 |
|