Hanson & Doremus Investment Management’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
2023
Q1
Sell
-196
Closed -$19K 473
2022
Q4
$19K Hold
196
﹤0.01% 401
2022
Q3
$18K Hold
196
﹤0.01% 388
2022
Q2
$19K Hold
196
﹤0.01% 382
2022
Q1
$22K Buy
196
+103
+111% +$12.1K ﹤0.01% 396
2021
Q4
$11K Hold
93
﹤0.01% 411
2021
Q3
$11K Buy
+93
New +$11.7K ﹤0.01% 393
2021
Q2
Sell
-93
Closed -$9K 441
2021
Q1
$9K Buy
+93
New +$8.77K ﹤0.01% 405

Other funds holding DFS

Hanson & Doremus Investment Management's DFS Position: Q1 2023 in Review

Hanson & Doremus Investment Management sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 196 shares — an estimated $19K sold.

Hanson & Doremus Investment Management first reported a position in DFS in Q1 2021 and held it in 7 quarters. The position peaked at $22K in Q1 2022. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Hanson & Doremus Investment Management reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 196 Discover Financial Services shares in Q1 2023, an estimated $19K.
  • Hanson & Doremus Investment Management first reported a position in Discover Financial Services in Q1 2021 and held it in 7 quarters.
  • Hanson & Doremus Investment Management's Discover Financial Services position peaked at $22K in Q1 2022.
  • 955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.