Founders Capital Management (Texas)’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
Q3 | – | Sell |
-106
| Closed | -$12.4K | – | 408 |
|
|
2023
Q2 | $12.4K | Sell |
106
-118
| -53% | -$13.8K | 0.01% | 287 |
|
|
2023
Q1 | $22K | Hold |
224
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $22K | Hold |
224
| – | – | 0.02% | 212 |
|
|
2022
Q3 | $20K | Hold |
224
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $21K | Buy |
224
+106
| +90% | +$9.94K | 0.02% | 224 |
|
|
2022
Q1 | $14K | Hold |
118
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $14K | Hold |
118
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $14K | Hold |
118
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $14K | Hold |
118
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $11K | Hold |
118
| – | – | 0.01% | 238 |
|
|
2020
Q4 | $11K | Buy |
+118
| New | +$11K | 0.01% | 239 |
|
|
2020
Q1 | $4K | Hold |
118
| – | – | ﹤0.01% | 275 |
|
|
2019
Q4 | $10K | Hold |
118
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $10K | Hold |
118
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $9K | Hold |
118
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $8K | Hold |
118
| – | – | 0.01% | 267 |
|
|
2018
Q4 | $7K | Hold |
118
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $9K | Hold |
118
| – | – | 0.01% | 248 |
|
|
2018
Q2 | $8K | Hold |
118
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $8K | Hold |
118
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $9K | Hold |
118
| – | – | 0.01% | 284 |
|
|
2017
Q3 | $8K | Hold |
118
| – | – | 0.01% | 291 |
|
|
2017
Q2 | $7K | Hold |
118
| – | – | 0.01% | 305 |
|
|
2017
Q1 | $8K | Buy |
+118
| New | +$8K | 0.01% | 311 |
|