Regal Investment Advisors’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
Q1 | – | Sell |
-6,276
| Closed | -$705K | – | 582 |
|
|
2023
Q4 | $705K | Sell |
6,276
-53
| -0.8% | -$5.96K | 0.05% | 273 |
|
|
2023
Q3 | $548K | Buy |
6,329
+44
| +0.7% | +$3.81K | 0.05% | 277 |
|
|
2023
Q2 | $734K | Sell |
6,285
-708
| -10% | -$82.7K | 0.06% | 234 |
|
|
2023
Q1 | $691K | Sell |
6,993
-2,106
| -23% | -$208K | 0.06% | 236 |
|
|
2022
Q4 | $890K | Buy |
9,099
+35
| +0.4% | +$3.42K | 0.09% | 202 |
|
|
2022
Q3 | $824K | Sell |
9,064
-1,121
| -11% | -$102K | 0.09% | 197 |
|
|
2022
Q2 | $963K | Sell |
10,185
-91
| -0.9% | -$8.6K | 0.1% | 195 |
|
|
2022
Q1 | $1.13M | Sell |
10,276
-333
| -3% | -$36.7K | 0.1% | 201 |
|
|
2021
Q4 | $1.23M | Buy |
10,609
+457
| +5% | +$52.8K | 0.11% | 206 |
|
|
2021
Q3 | $1.25M | Sell |
10,152
-20
| -0.2% | -$2.46K | 0.12% | 178 |
|
|
2021
Q2 | $1.2M | Buy |
+10,172
| New | +$1.2M | 0.12% | 179 |
|
|
2021
Q1 | – | Sell |
-12,251
| Closed | -$1.11M | – | 106 |
|
|
2020
Q4 | $1.11M | Buy |
+12,251
| New | +$1.11M | 0.13% | 165 |
|
|
2015
Q4 | – | Sell |
-38
| Closed | -$1K | – | 403 |
|
|
2015
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 977 |
|
|
2015
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 837 |
|
|
2015
Q1 | $2K | Buy |
38
+8
| +27% | +$421 | ﹤0.01% | 900 |
|
|
2014
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 844 |
|
|
2014
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 874 |
|
|
2014
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 841 |
|
|
2014
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 821 |
|
|
2013
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 753 |
|
|
2013
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 790 |
|
|
2013
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 836 |
|