First National Bank of South Miami’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
Q2 | $58.4K | Hold |
500
| – | – | 0.05% | 177 |
|
|
2023
Q1 | $49.4K | Hold |
500
| – | – | 0.04% | 189 |
|
|
2022
Q4 | $49K | Hold |
500
| – | – | 0.04% | 189 |
|
|
2022
Q3 | $45K | Hold |
500
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $47K | Hold |
500
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $55K | Hold |
500
| – | – | 0.03% | 215 |
|
|
2021
Q4 | $58K | Hold |
500
| – | – | 0.04% | 210 |
|
|
2021
Q3 | $61K | Hold |
500
| – | – | 0.04% | 198 |
|
|
2021
Q2 | $59K | Hold |
500
| – | – | 0.04% | 200 |
|
|
2021
Q1 | $47K | Hold |
500
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $45K | Sell |
500
-99
| -17% | -$8.91K | 0.04% | 189 |
|
|
2020
Q3 | $35K | Sell |
599
-148
| -20% | -$8.65K | 0.03% | 184 |
|
|
2020
Q2 | $37K | Sell |
747
-1,130
| -60% | -$56K | 0.04% | 175 |
|
|
2020
Q1 | $67K | Sell |
1,877
-132
| -7% | -$4.71K | 0.08% | 140 |
|
|
2019
Q4 | $170K | Buy |
2,009
+331
| +20% | +$28K | 0.17% | 113 |
|
|
2019
Q3 | $134K | Sell |
1,678
-8
| -0.5% | -$639 | 0.13% | 132 |
|
|
2019
Q2 | $151K | Buy |
1,686
+6
| +0.4% | +$537 | 0.14% | 127 |
|
|
2019
Q1 | $120K | Hold |
1,680
| – | – | 0.11% | 133 |
|
|
2018
Q4 | $114K | Buy |
+1,680
| New | +$114K | 0.11% | 138 |
|