Financial Gravity Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$1.66K | – | 1708 |
|
|
2024
Q1 | $1.66K | Buy |
+12
| New | +$1.66K | ﹤0.01% | 1145 |
|
|
2023
Q3 | – | Sell |
-117
| Closed | -$11.9K | – | 1380 |
|
|
2023
Q2 | $11.9K | Buy |
117
+18
| +18% | +$1.84K | 0.03% | 270 |
|
|
2023
Q1 | $321 | Buy |
99
+1
| +1% | +$3 | 0.01% | 531 |
|
|
2022
Q4 | $11.6K | Sell |
98
-539
| -85% | -$63.8K | 0.06% | 211 |
|
|
2022
Q3 | $295 | Sell |
637
-28
| -4% | -$13 | 0.01% | 477 |
|
|
2022
Q2 | $316 | Buy |
665
+5
| +0.8% | +$2 | 0.01% | 454 |
|
|
2022
Q1 | $366 | Sell |
660
-36
| -5% | -$20 | 0.01% | 461 |
|
|
2021
Q4 | $336 | Buy |
696
+693
| +23,100% | +$335 | 0.01% | 552 |
|
|
2021
Q3 | $123K | Buy |
+3
| New | +$123K | 0.06% | 295 |
|
|
2020
Q1 | – | Hold |
0
| – | -$85K | – | 1175 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 391 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1322 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1364 |
|
|
2018
Q3 | $30K | Buy |
447
+434
| +3,338% | +$29.1K | 0.03% | 422 |
|
|
2018
Q2 | $1K | Sell |
13
-462
| -97% | -$35.5K | ﹤0.01% | 1133 |
|
|
2018
Q1 | $33K | Buy |
+475
| New | +$33K | 0.03% | 440 |
|