Kovack Advisors’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 |
-1,735
| Closed | -$243K | – | 619 |
|
|
2024
Q3 | $243K | Sell |
1,735
-1
| -0.1% | -$140 | 0.03% | 497 |
|
|
2024
Q2 | $227K | Hold |
1,736
| – | – | 0.03% | 493 |
|
|
2024
Q1 | $228K | Buy |
+1,736
| New | +$228K | 0.03% | 411 |
|
|
2023
Q3 | – | Sell |
-1,822
| Closed | -$213K | – | 558 |
|
|
2023
Q2 | $213K | Buy |
+1,822
| New | +$213K | 0.03% | 500 |
|
|
2018
Q3 | – | Sell |
-3,299
| Closed | -$232K | – | 449 |
|
|
2018
Q2 | $232K | Buy |
3,299
+1
| +0% | +$70 | 0.06% | 342 |
|
|
2018
Q1 | $237K | Buy |
3,298
+201
| +6% | +$14.4K | 0.06% | 365 |
|
|
2017
Q4 | $238K | Sell |
3,097
-515
| -14% | -$39.6K | 0.06% | 360 |
|
|
2017
Q3 | $233K | Sell |
3,612
-710
| -16% | -$45.8K | 0.08% | 285 |
|
|
2017
Q2 | $269K | Buy |
4,322
+275
| +7% | +$17.1K | 0.08% | 273 |
|
|
2017
Q1 | $277K | Buy |
+4,047
| New | +$277K | 0.11% | 211 |
|
|
2016
Q2 | – | Sell |
-4,758
| Closed | -$242K | – | 256 |
|
|
2016
Q1 | $242K | Sell |
4,758
-3,306
| -41% | -$168K | 0.15% | 174 |
|
|
2015
Q4 | $432K | Buy |
+8,064
| New | +$432K | 0.28% | 100 |
|