Hotaling Investment Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,538
| Closed | -$1.8M | – | 134 |
|
|
2021
Q4 | $1.8M | Buy |
15,538
+687
| +5% | +$79.4K | 0.62% | 55 |
|
|
2021
Q3 | $1.82M | Buy |
14,851
+39
| +0.3% | +$4.79K | 0.76% | 46 |
|
|
2021
Q2 | $1.75M | Sell |
14,812
-50
| -0.3% | -$5.91K | 0.71% | 48 |
|
|
2021
Q1 | $1.41M | Sell |
14,862
-8,070
| -35% | -$767K | 0.63% | 54 |
|
|
2020
Q4 | $2.08M | Buy |
22,932
+651
| +3% | +$58.9K | 0.97% | 34 |
|
|
2020
Q3 | $1.29M | Buy |
+22,281
| New | +$1.29M | 0.7% | 49 |
|