Abound Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18
| Closed | -$3.08K | – | 1312 |
|
|
2025
Q1 | $3.08K | Sell |
18
-12
| -40% | -$2.05K | ﹤0.01% | 633 |
|
|
2024
Q4 | $5.21K | Sell |
30
-8
| -21% | -$1.39K | ﹤0.01% | 516 |
|
|
2024
Q3 | $5.34K | Hold |
38
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $4.98K | Hold |
38
| – | – | ﹤0.01% | 503 |
|
|
2024
Q1 | $4.99K | Hold |
38
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $4.28K | Buy |
38
+11
| +41% | +$1.24K | ﹤0.01% | 548 |
|
|
2023
Q3 | $2.34K | Hold |
27
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $3.16K | Hold |
27
| – | – | ﹤0.01% | 582 |
|
|
2023
Q1 | $2.67K | Hold |
27
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $2.65K | Sell |
27
-78
| -74% | -$7.64K | ﹤0.01% | 493 |
|
|
2022
Q3 | $9.55K | Buy |
+105
| New | +$9.55K | 0.01% | 279 |
|