Domani Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $213K | Hold |
2,160
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $211K | Buy |
+2,160
| New | +$211K | 0.05% | 114 |
|
|
2022
Q3 | – | Sell |
-2,160
| Closed | -$204K | – | 103 |
|
|
2022
Q2 | $204K | Hold |
2,160
| – | – | 0.06% | 108 |
|
|
2022
Q1 | $238K | Hold |
2,160
| – | – | 0.05% | 115 |
|
|
2021
Q4 | $250K | Hold |
2,160
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $265K | Hold |
2,160
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $256K | Hold |
2,160
| – | – | 0.05% | 111 |
|
|
2021
Q1 | $205K | Buy |
+2,160
| New | +$205K | 0.04% | 131 |
|
|
2020
Q1 | – | Sell |
-2,960
| Closed | -$251K | – | 129 |
|
|
2019
Q4 | $251K | Hold |
2,960
| – | – | 0.08% | 101 |
|
|
2019
Q3 | $240K | Hold |
2,960
| – | – | 0.09% | 100 |
|
|
2019
Q2 | $230K | Hold |
2,960
| – | – | 0.09% | 98 |
|
|
2019
Q1 | $211K | Buy |
+2,960
| New | +$211K | 0.08% | 107 |
|