LTI
DFS
Laffer Tengler Investments’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,920
| Closed | -$224K | – | 339 |
|
|
2023
Q2 | $224K | Sell |
1,920
-3,698
| -66% | -$432K | 0.06% | 188 |
|
|
2023
Q1 | $555K | Buy |
5,618
+51
| +0.9% | +$5.04K | 0.15% | 134 |
|
|
2022
Q4 | $545K | Buy |
5,567
+2,024
| +57% | +$198K | 0.16% | 136 |
|
|
2022
Q3 | $322K | Hold |
3,543
| – | – | 0.12% | 147 |
|
|
2022
Q2 | $335K | Hold |
3,543
| – | – | 0.12% | 148 |
|
|
2022
Q1 | $390K | Hold |
3,543
| – | – | 0.12% | 150 |
|
|
2021
Q4 | $409K | Buy |
3,543
+322
| +10% | +$37.2K | 0.12% | 146 |
|
|
2021
Q3 | $396K | Buy |
3,221
+483
| +18% | +$59.3K | 0.11% | 151 |
|
|
2021
Q2 | $324K | Buy |
2,738
+1,932
| +240% | +$229K | 0.12% | 127 |
|
|
2021
Q1 | $76.6K | Buy |
806
+161
| +25% | +$15.3K | 0.03% | 249 |
|
|
2020
Q4 | $57.6K | Buy |
+645
| New | +$57.6K | 0.02% | 247 |
|
|
2013
Q3 | – | Sell |
-29,900
| Closed | -$1.42M | – | 265 |
|
|
2013
Q2 | $1.42M | Buy |
+29,900
| New | +$1.42M | 0.28% | 140 |
|