JT Stratford LLC’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
Q1
Sell
-10,123
Closed -$1.14M 267
2023
Q4
$1.14M Buy
10,123
+20
+0.2% +$2.25K 0.26% 103
2023
Q3
$875K Buy
10,103
+3,096
+44% +$268K 0.23% 114
2023
Q2
$819K Buy
7,007
+1,903
+37% +$222K 0.22% 110
2023
Q1
$504K Buy
+5,104
New +$504K 0.15% 150