Strategic Wealth Partners’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 |
-12,456
| Closed | -$1.4M | – | 289 |
|
|
2023
Q4 | $1.4M | Sell |
12,456
-4,500
| -27% | -$506K | 0.17% | 110 |
|
|
2023
Q3 | $1.47M | Sell |
16,956
-5,000
| -23% | -$433K | 0.19% | 127 |
|
|
2023
Q2 | $2.57M | Buy |
+21,956
| New | +$2.57M | 0.33% | 91 |
|
|
2019
Q4 | – | Sell |
-156
| Closed | -$12.7K | – | 212 |
|
|
2019
Q3 | $12.7K | Hold |
156
| – | – | 0.07% | 131 |
|
|
2019
Q2 | $12K | Buy |
+156
| New | +$12K | 0.01% | 464 |
|