Householder Group Estate & Retirement Specialist’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-468
| Closed | -$65K | – | 692 |
|
|
2024
Q3 | $65K | Hold |
468
| – | – | 0.02% | 440 |
|
|
2024
Q2 | $61K | Hold |
468
| – | – | 0.02% | 445 |
|
|
2024
Q1 | $61.4K | Buy |
468
+117
| +33% | +$15.3K | 0.02% | 436 |
|
|
2023
Q4 | $39K | Hold |
351
| – | – | 0.01% | 503 |
|
|
2023
Q3 | $30.4K | Buy |
+351
| New | +$30.4K | 0.01% | 549 |
|
|
2023
Q1 | $38K | Buy |
+381
| New | +$38K | 0.01% | 493 |
|
|
2022
Q4 | – | Sell |
-381
| Closed | -$34K | – | 489 |
|
|
2022
Q3 | $34K | Buy |
+381
| New | +$34K | 0.01% | 471 |
|