Cobiz Wealth’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$3.35M Sell
2019
Q1
$3.26M Buy
2018
Q4
$2.67M Sell
2018
Q3
$3.48M Sell
2018
Q2
$3.23M Sell
2018
Q1
$3.32M Sell
2017
Q4
$3.6M Sell
2017
Q3
$3.03M Sell
2017
Q2
$3M Sell
2017
Q1
$3.35M Sell
2016
Q4
$3.57M Sell
2016
Q3
$2.85M Sell
2016
Q2
$2.73M Sell
2016
Q1
$2.73M Sell
2015
Q4
$2.97M Sell
2015
Q3
$2.89M Sell
2015
Q2
$4.13M Sell
2015
Q1
$4.28M Sell
2014
Q4
$7.01M Sell
2014
Q3
$6.98M Sell
2014
Q2
$6.88M Sell
2014
Q1
$6.57M Sell
2013
Q4
$6.36M Sell
2013
Q3
$5.86M Sell
2013
Q2
$5.58M Buy