Security National Trust’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $49K | Sell |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $83K | Sell |
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|
2019
Q2 | $81K | Sell |
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|
2019
Q1 | $82K | Hold |
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|
2018
Q4 | $68K | Sell |
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|
2018
Q3 | $100K | Sell |
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|
2018
Q2 | $122K | Sell |
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|
2018
Q1 | $128K | Buy |
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|
2017
Q4 | $93K | Sell |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $78K | Hold |
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|
2017
Q1 | $86K | Sell |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $72K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $72K | Buy |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $77K | Hold |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $87K | Hold |
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|
2014
Q3 | $86K | Hold |
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|
2014
Q2 | $82K | Hold |
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|
2014
Q1 | $77K | Sell |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $80K | Sell |
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|
2013
Q2 | $77K | Buy |
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