FormulaFolio Investments’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $1K | Sell |
12
-2,678
| -100% | -$223K | ﹤0.01% | 428 |
|
|
2020
Q4 | $244K | Buy |
+2,690
| New | +$244K | 0.01% | 577 |
|
|
2020
Q3 | – | Sell |
-4,575
| Closed | -$229K | – | 322 |
|
|
2020
Q2 | $229K | Buy |
+4,575
| New | +$229K | 0.01% | 260 |
|
|
2019
Q1 | – | Sell |
-17,131
| Closed | -$1.31M | – | 337 |
|
|
2018
Q4 | $1.31M | Sell |
17,131
-93
| -0.5% | -$7.11K | 0.06% | 110 |
|
|
2018
Q3 | $1.32M | Buy |
17,224
+1,205
| +8% | +$92.1K | 0.06% | 110 |
|
|
2018
Q2 | $1.13M | Buy |
+16,019
| New | +$1.13M | 0.05% | 118 |
|
|
2017
Q2 | – | Sell |
-13,388
| Closed | -$916K | – | 220 |
|
|
2017
Q1 | $916K | Buy |
+13,388
| New | +$916K | 0.1% | 69 |
|