Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $76K | Buy |
618
+85
| +16% | +$10.5K | 0.01% | 341 |
|
|
2021
Q2 | $63K | Hold |
533
| – | – | 0.01% | 347 |
|
|
2021
Q1 | $51K | Hold |
533
| – | – | ﹤0.01% | 596 |
|
|
2020
Q4 | $48K | Buy |
533
+457
| +601% | +$41.2K | ﹤0.01% | 629 |
|
|
2020
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q3 | $6K | Sell |
76
-52
| -41% | -$4.11K | ﹤0.01% | 1346 |
|
|
2019
Q2 | $10K | Buy |
128
+34
| +36% | +$2.66K | ﹤0.01% | 1170 |
|
|
2019
Q1 | $7K | Buy |
94
+76
| +422% | +$5.66K | ﹤0.01% | 1156 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1161 |
|
|
2015
Q4 | – | Sell |
-104
| Closed | -$5K | – | 879 |
|
|
2015
Q3 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 704 |
|