James Investment Research’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 |
-1,936
| Closed | -$224K | – | 511 |
|
|
2021
Q4 | $224K | Sell |
1,936
-387
| -17% | -$44.8K | 0.02% | 279 |
|
|
2021
Q3 | $285K | Hold |
2,323
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $275K | Sell |
2,323
-589
| -20% | -$69.7K | 0.02% | 263 |
|
|
2021
Q1 | $277K | Buy |
+2,912
| New | +$277K | 0.03% | 247 |
|
|
2018
Q2 | – | Sell |
-25,020
| Closed | -$1.8M | – | 808 |
|
|
2018
Q1 | $1.8M | Sell |
25,020
-380
| -1% | -$27.3K | 0.07% | 378 |
|
|
2017
Q4 | $1.95M | Buy |
+25,400
| New | +$1.95M | 0.07% | 299 |
|