Lake Street Advisors Group’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 | $681K | Sell |
3,932
-105
| -3% | -$18.2K | 0.03% | 277 |
|
|
2024
Q3 | $566K | Buy |
4,037
+4
| +0.1% | +$561 | 0.03% | 303 |
|
|
2024
Q2 | $528K | Buy |
4,033
+41
| +1% | +$5.36K | 0.03% | 307 |
|
|
2024
Q1 | $523K | Buy |
3,992
+182
| +5% | +$23.9K | 0.02% | 335 |
|
|
2023
Q4 | $428K | Buy |
+3,810
| New | +$428K | 0.02% | 358 |
|
|
2021
Q3 | – | Sell |
-3,236
| Closed | -$435K | – | 279 |
|
|
2021
Q2 | $435K | Buy |
3,236
+5
| +0.2% | +$672 | 0.03% | 182 |
|
|
2021
Q1 | $307K | Buy |
3,231
+50
| +2% | +$4.75K | 0.03% | 234 |
|
|
2020
Q4 | $288K | Buy |
+3,181
| New | +$288K | 0.02% | 230 |
|
|
2018
Q2 | – | Sell |
-2,793
| Closed | -$201K | – | 339 |
|
|
2018
Q1 | $201K | Buy |
+2,793
| New | +$201K | 0.02% | 293 |
|