Lee Financial’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-45
| Closed | -$3.9K | – | 873 |
|
|
2023
Q3 | $3.9K | Hold |
45
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $5.26K | Sell |
45
-127
| -74% | -$14.8K | ﹤0.01% | 501 |
|
|
2023
Q1 | $17K | Buy |
172
+123
| +251% | +$12.2K | ﹤0.01% | 333 |
|
|
2022
Q4 | $4.79K | Buy |
49
+17
| +53% | +$1.66K | ﹤0.01% | 554 |
|
|
2022
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 613 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$3K | – | 882 |
|
|
2022
Q1 | $3K | Sell |
31
-26
| -46% | -$2.52K | ﹤0.01% | 567 |
|
|
2021
Q4 | $6K | Buy |
57
+5
| +10% | +$526 | ﹤0.01% | 571 |
|
|
2021
Q3 | $6K | Buy |
52
+31
| +148% | +$3.58K | ﹤0.01% | 476 |
|
|
2021
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 557 |
|
|
2020
Q4 | – | Sell |
-34
| Closed | -$2K | – | 486 |
|
|
2020
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 504 |
|
|
2017
Q3 | – | Sell |
-44
| Closed | -$3K | – | 488 |
|
|
2017
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 433 |
|