First Trust Direct Indexing’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.1M | Buy |
|
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|
2023
Q4 | $1.7M | Buy |
|
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.46M | Buy |
|
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.34M | Buy |
|
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|
2022
Q2 | $1.39M | Buy |
|
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.95M | Buy |
|
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $52K | Buy |
|