Lenox Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-379
| Closed | -$32K | – | 713 |
|
|
2019
Q4 | $32K | Sell |
379
-24
| -6% | -$2.03K | 0.01% | 308 |
|
|
2019
Q3 | $32K | Hold |
403
| – | – | 0.01% | 302 |
|
|
2019
Q2 | $31K | Hold |
403
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $29K | Sell |
403
-17
| -4% | -$1.22K | 0.01% | 294 |
|
|
2018
Q4 | $25K | Buy |
420
+77
| +22% | +$4.58K | 0.01% | 265 |
|
|
2018
Q3 | $26K | Sell |
343
-28
| -8% | -$2.12K | 0.01% | 285 |
|
|
2018
Q2 | $26K | Buy |
371
+14
| +4% | +$981 | 0.01% | 262 |
|
|
2018
Q1 | $25K | Buy |
357
+16
| +5% | +$1.12K | 0.01% | 271 |
|
|
2017
Q4 | $26K | Hold |
341
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $21K | Sell |
341
-21
| -6% | -$1.29K | 0.01% | 317 |
|
|
2017
Q2 | $23K | Sell |
362
-200
| -36% | -$12.7K | 0.01% | 289 |
|
|
2017
Q1 | $38K | Sell |
562
-702
| -56% | -$47.5K | 0.03% | 106 |
|
|
2016
Q4 | $91K | Sell |
1,264
-169
| -12% | -$12.2K | 0.07% | 67 |
|
|
2016
Q3 | $81K | Sell |
1,433
-42
| -3% | -$2.37K | 0.06% | 66 |
|
|
2016
Q2 | $79K | Buy |
1,475
+115
| +8% | +$6.16K | 0.06% | 74 |
|
|
2016
Q1 | $69K | Sell |
1,360
-676
| -33% | -$34.3K | 0.05% | 84 |
|
|
2015
Q4 | $109K | Buy |
+2,036
| New | +$109K | 0.08% | 62 |
|