TwinBeech Capital’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-200,117
| Closed | -$17.3M | – | 701 |
|
2023
Q3 | $17.3M | Buy |
+200,117
| New | +$17.3M | 0.33% | 84 |
|
2023
Q2 | – | Sell |
-92,474
| Closed | -$9.14M | – | 655 |
|
2023
Q1 | $9.14M | Sell |
92,474
-119,354
| -56% | -$11.8M | 0.19% | 156 |
|
2022
Q4 | $20.7M | Buy |
+211,828
| New | +$20.7M | 0.39% | 64 |
|
2021
Q2 | – | Sell |
-45,363
| Closed | -$4.31M | – | 476 |
|
2021
Q1 | $4.31M | Buy |
+45,363
| New | +$4.31M | 0.63% | 39 |
|
2020
Q3 | – | Sell |
-21,437
| Closed | -$1.07M | – | 468 |
|
2020
Q2 | $1.07M | Buy |
+21,437
| New | +$1.07M | 0.24% | 133 |
|