DA
DFS
DCM Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,207
| Closed | -$248K | – | 90 |
|
|
2023
Q4 | $248K | Buy |
+2,207
| New | +$248K | 0.09% | 107 |
|
|
2023
Q3 | – | Sell |
-2,262
| Closed | -$264K | – | 78 |
|
|
2023
Q2 | $264K | Hold |
2,262
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $224K | Sell |
2,262
-12
| -0.5% | -$1.19K | 0.1% | 66 |
|
|
2022
Q4 | $222K | Sell |
2,274
-167
| -7% | -$16.3K | 0.11% | 69 |
|
|
2022
Q3 | $222K | Sell |
2,441
-174
| -7% | -$15.8K | 0.11% | 174 |
|
|
2022
Q2 | $248K | Buy |
2,615
+408
| +18% | +$38.7K | 0.11% | 162 |
|
|
2022
Q1 | $243K | Sell |
2,207
-330
| -13% | -$36.3K | 0.09% | 166 |
|
|
2021
Q4 | $293K | Sell |
2,537
-10,863
| -81% | -$1.25M | 0.09% | 178 |
|
|
2021
Q3 | $1.65M | Buy |
13,400
+1,250
| +10% | +$154K | 0.63% | 35 |
|
|
2021
Q2 | $1.44M | Sell |
12,150
-901
| -7% | -$107K | 0.82% | 31 |
|
|
2021
Q1 | $1.24M | Sell |
13,051
-13,984
| -52% | -$1.33M | 0.72% | 39 |
|
|
2020
Q4 | $2.45M | Buy |
+27,035
| New | +$2.45M | 1.43% | 9 |
|