Laurel Wealth Advisors (California)’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.24M | Sell |
22,907
-207
| -0.9% | -$20.3K | 0.22% | 109 |
|
|
2022
Q3 | $2.1M | Sell |
23,114
-206
| -0.9% | -$18.7K | 0.22% | 104 |
|
|
2022
Q2 | $2.21M | Sell |
23,320
-366
| -2% | -$34.6K | 0.23% | 107 |
|
|
2022
Q1 | $2.61M | Buy |
23,686
+5,503
| +30% | +$606K | 0.22% | 101 |
|
|
2021
Q4 | $2.1M | Buy |
18,183
+14,302
| +369% | +$1.65M | 0.16% | 131 |
|
|
2021
Q3 | $477K | Sell |
3,881
-80
| -2% | -$9.83K | 0.09% | 241 |
|
|
2021
Q2 | $469K | Buy |
3,961
+438
| +12% | +$51.9K | 0.06% | 290 |
|
|
2021
Q1 | $335K | Sell |
3,523
-746
| -17% | -$70.9K | 0.05% | 333 |
|
|
2020
Q4 | $386K | Buy |
+4,269
| New | +$386K | 0.06% | 294 |
|