SWA
DFS
Sutton Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.6K | Sell |
146
-82
| -36% | -$7.1K | 0.01% | 433 |
|
|
2023
Q2 | $26.6K | Hold |
228
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $22.5K | Sell |
228
-1,150
| -83% | -$114K | 0.01% | 297 |
|
|
2022
Q4 | $135K | Sell |
1,378
-14
| -1% | -$1.37K | 0.05% | 213 |
|
|
2022
Q3 | $127K | Buy |
1,392
+18
| +1% | +$1.64K | 0.05% | 220 |
|
|
2022
Q2 | $130K | Sell |
1,374
-15
| -1% | -$1.42K | 0.05% | 207 |
|
|
2022
Q1 | $153K | Buy |
1,389
+12
| +0.9% | +$1.32K | 0.05% | 202 |
|
|
2021
Q4 | $159K | Hold |
1,377
| – | – | 0.05% | 203 |
|
|
2021
Q3 | $169K | Buy |
1,377
+3
| +0.2% | +$369 | 0.06% | 189 |
|
|
2021
Q2 | $163K | Hold |
1,374
| – | – | 0.06% | 198 |
|
|
2021
Q1 | $131K | Buy |
1,374
+14
| +1% | +$1.33K | 0.05% | 213 |
|
|
2020
Q4 | $123K | Buy |
1,360
+20
| +1% | +$1.81K | 0.05% | 206 |
|
|
2020
Q3 | $77.4K | Hold |
1,340
| – | – | 0.04% | 235 |
|
|
2020
Q2 | $67.1K | Buy |
1,340
+28
| +2% | +$1.4K | 0.04% | 246 |
|
|
2020
Q1 | $46.8K | Sell |
1,312
-25
| -2% | -$892 | 0.03% | 282 |
|
|
2019
Q4 | $113K | Hold |
1,337
| – | – | 0.06% | 203 |
|
|
2019
Q3 | $108K | Hold |
1,337
| – | – | 0.06% | 203 |
|
|
2019
Q2 | $104K | Buy |
1,337
+16
| +1% | +$1.24K | 0.06% | 205 |
|
|
2019
Q1 | $94K | Buy |
1,321
+17
| +1% | +$1.21K | 0.05% | 215 |
|
|
2018
Q4 | $76.9K | Hold |
1,304
| – | – | 0.05% | 223 |
|
|
2018
Q3 | $99.7K | Hold |
1,304
| – | – | 0.07% | 198 |
|
|
2018
Q2 | $91.8K | Hold |
1,304
| – | – | 0.06% | 207 |
|
|
2018
Q1 | $93.8K | Hold |
1,304
| – | – | 0.07% | 203 |
|
|
2017
Q4 | $100K | Hold |
1,304
| – | – | 0.07% | 195 |
|
|
2017
Q3 | $84.1K | Sell |
1,304
-14
| -1% | -$903 | 0.06% | 204 |
|
|
2017
Q2 | $82K | Buy |
1,318
+16
| +1% | +$995 | 0.06% | 206 |
|
|
2017
Q1 | $89K | Hold |
1,302
| – | – | 0.07% | 194 |
|
|
2016
Q4 | $93.9K | Hold |
1,302
| – | – | 0.08% | 188 |
|
|
2016
Q3 | $73.6K | Hold |
1,302
| – | – | 0.07% | 206 |
|
|
2016
Q2 | $69.8K | Hold |
1,302
| – | – | 0.07% | 210 |
|
|
2016
Q1 | $66.3K | Buy |
+1,302
| New | +$66.3K | 0.06% | 211 |
|