AA
DFS
Addison Advisors’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-192
| Closed | -$32.8K | – | 892 |
|
2025
Q1 | $32.8K | Buy |
192
+26
| +16% | +$4.44K | 0.01% | 433 |
|
2024
Q4 | $28.8K | Hold |
166
| – | – | 0.01% | 454 |
|
2024
Q3 | $23.3K | Hold |
166
| – | – | 0.01% | 491 |
|
2024
Q2 | $21.7K | Hold |
166
| – | – | 0.01% | 475 |
|
2024
Q1 | $21.8K | Hold |
166
| – | – | 0.01% | 452 |
|
2023
Q4 | $18.7K | Buy |
166
+50
| +43% | +$5.62K | 0.01% | 455 |
|
2023
Q3 | $10.1K | Hold |
116
| – | – | ﹤0.01% | 484 |
|
2023
Q2 | $13.6K | Hold |
116
| – | – | 0.01% | 449 |
|
2023
Q1 | $11.5K | Sell |
116
-6
| -5% | -$593 | 0.01% | 450 |
|
2022
Q4 | $11.9K | Hold |
122
| – | – | 0.01% | 433 |
|
2022
Q3 | $11K | Hold |
122
| – | – | 0.01% | 440 |
|
2022
Q2 | $12K | Hold |
122
| – | – | 0.01% | 419 |
|
2022
Q1 | $13K | Hold |
122
| – | – | 0.01% | 444 |
|
2021
Q4 | $14K | Buy |
122
+6
| +5% | +$689 | 0.01% | 378 |
|
2021
Q3 | $14K | Hold |
116
| – | – | 0.01% | 284 |
|
2021
Q2 | $14K | Buy |
+116
| New | +$14K | 0.01% | 281 |
|
2020
Q4 | $11K | Buy |
+116
| New | +$11K | 0.01% | 281 |
|