Stonegate Investment 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
2022
Q4
Sell
-20,684
Closed -$1.88M 343
2022
Q3
$1.88M Sell
20,684
-1,099
-5% -$99.9K 0.09% 106
2022
Q2
$2.06M Sell
21,783
-3,115
-13% -$295K 0.09% 105
2022
Q1
$2.74M Sell
24,898
-2,338
-9% -$258K 0.09% 83
2021
Q4
$3.15M Buy
+27,236
New +$3.15M 0.13% 81