VisionPoint Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,311
| Closed | -$171K | – | 371 |
|
|
2024
Q2 | $171K | Sell |
1,311
-1,958
| -60% | -$256K | 0.06% | 173 |
|
|
2024
Q1 | $429K | Sell |
3,269
-3,019
| -48% | -$396K | 0.15% | 126 |
|
|
2023
Q4 | $707K | Buy |
6,288
+2,101
| +50% | +$236K | 0.26% | 77 |
|
|
2023
Q3 | $363K | Buy |
4,187
+3,789
| +952% | +$328K | 0.16% | 109 |
|
|
2023
Q2 | $46.5K | Buy |
+398
| New | +$46.5K | 0.02% | 215 |
|