Kelly Financial Services’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
Q3 | – | Sell |
-591
| Closed | -$77.4K | – | 257 |
|
|
2024
Q2 | $77.4K | Buy |
591
+177
| +43% | +$23.2K | 0.03% | 184 |
|
|
2024
Q1 | $54.2K | Sell |
414
-39
| -9% | -$5.11K | 0.02% | 210 |
|
|
2023
Q4 | $51K | Buy |
453
+154
| +52% | +$17.3K | 0.02% | 201 |
|
|
2023
Q3 | $25.9K | Sell |
299
-42
| -12% | -$3.63K | 0.01% | 253 |
|
|
2023
Q2 | $39.8K | Buy |
341
+217
| +175% | +$25.4K | 0.02% | 214 |
|
|
2023
Q1 | $12.3K | Buy |
124
+86
| +226% | +$8.53K | 0.01% | 327 |
|
|
2022
Q4 | $3.72K | Hold |
38
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $3.46K | Hold |
38
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $3.59K | Hold |
38
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $4.19K | Hold |
38
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $4.39K | Hold |
38
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $4.67K | Sell |
38
-4,457
| -99% | -$548K | ﹤0.01% | 425 |
|
|
2021
Q2 | $38K | Buy |
4,495
+4,457
| +11,729% | +$37.7K | ﹤0.01% | 485 |
|
|
2021
Q1 | $3.61K | Hold |
38
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $3.44K | Hold |
38
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $2.2K | Hold |
38
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $1.9K | Hold |
38
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $1.36K | Hold |
38
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $3.22K | Hold |
38
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $3.08K | Sell |
38
-95
| -71% | -$7.7K | ﹤0.01% | 349 |
|
|
2019
Q2 | $10.3K | Hold |
133
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $9.46K | Buy |
+133
| New | +$9.46K | 0.01% | 228 |
|