Crestwood Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,111
| Closed | -$237K | – | 422 |
|
|
2023
Q4 | $237K | Buy |
+2,111
| New | +$237K | 0.01% | 359 |
|
|
2023
Q3 | – | Sell |
-2,021
| Closed | -$236K | – | 367 |
|
|
2023
Q2 | $236K | Sell |
2,021
-2,379
| -54% | -$278K | 0.01% | 231 |
|
|
2023
Q1 | $435K | Sell |
4,400
-100
| -2% | -$9.88K | 0.01% | 193 |
|
|
2022
Q4 | $440K | Sell |
4,500
-3,500
| -44% | -$342K | 0.02% | 201 |
|
|
2022
Q3 | $727K | Buy |
+8,000
| New | +$727K | 0.03% | 162 |
|