Regal Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-784
| Closed | -$71K | – | 255 |
|
2020
Q4 | $71K | Hold |
784
| – | – | 0.04% | 76 |
|
2020
Q3 | $45K | Hold |
784
| – | – | 0.04% | 90 |
|
2020
Q2 | $39K | Hold |
784
| – | – | 0.03% | 93 |
|
2020
Q1 | $28K | Hold |
784
| – | – | 0.03% | 89 |
|
2019
Q4 | $66K | Hold |
784
| – | – | 0.04% | 71 |
|
2019
Q3 | $64K | Hold |
784
| – | – | 0.04% | 67 |
|
2019
Q2 | $61K | Hold |
784
| – | – | 0.04% | 71 |
|
2019
Q1 | $56K | Hold |
784
| – | – | 0.04% | 72 |
|
2018
Q4 | $46K | Hold |
784
| – | – | 0.04% | 73 |
|
2018
Q3 | $60K | Hold |
784
| – | – | 0.04% | 71 |
|
2018
Q2 | $55K | Hold |
784
| – | – | 0.06% | 72 |
|
2018
Q1 | $56K | Hold |
784
| – | – | 0.04% | 69 |
|
2017
Q4 | $60K | Hold |
784
| – | – | 0.04% | 69 |
|
2017
Q3 | $51K | Hold |
784
| – | – | 0.04% | 72 |
|
2017
Q2 | $49K | Hold |
784
| – | – | 0.04% | 73 |
|
2017
Q1 | $54K | Hold |
784
| – | – | 0.04% | 71 |
|
2016
Q4 | $57K | Hold |
784
| – | – | 0.05% | 68 |
|
2016
Q3 | $44K | Hold |
784
| – | – | 0.04% | 67 |
|
2016
Q2 | $42K | Hold |
784
| – | – | 0.04% | 65 |
|
2016
Q1 | $40K | Hold |
784
| – | – | 0.04% | 69 |
|
2015
Q4 | $42K | Buy |
+784
| New | +$42K | 0.04% | 67 |
|