SWM
DFS
Sugarloaf Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.6K | Hold |
73
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $10.2K | Hold |
73
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $9.55K | Hold |
73
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $9.57K | Hold |
73
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $8.21K | Sell |
73
-52
| -42% | -$5.85K | ﹤0.01% | 505 |
|
|
2023
Q3 | $10.9K | Buy |
125
+46
| +58% | +$3.99K | ﹤0.01% | 454 |
|
|
2023
Q2 | $9.24K | Sell |
79
-325
| -80% | -$38K | ﹤0.01% | 484 |
|
|
2023
Q1 | $40K | Buy |
404
+331
| +453% | +$32.8K | 0.01% | 318 |
|
|
2022
Q4 | $7.14K | Hold |
73
| – | – | ﹤0.01% | 525 |
|
|
2022
Q3 | $7K | Hold |
73
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $7K | Hold |
73
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $8K | Hold |
73
| – | – | ﹤0.01% | 502 |
|
|
2021
Q4 | $8K | Hold |
73
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $9K | Hold |
73
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $9K | Hold |
73
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $7 | Hold |
73
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $7K | Hold |
73
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 562 |
|
|
2019
Q4 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 512 |
|