Advisornet Financial’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 |
-2,527
| Closed | -$431K | – | 2250 |
|
|
2025
Q1 | $431K | Buy |
2,527
+5
| +0.2% | +$854 | 0.03% | 379 |
|
|
2024
Q4 | $437K | Buy |
2,522
+385
| +18% | +$66.7K | 0.04% | 340 |
|
|
2024
Q3 | $300K | Buy |
2,137
+11
| +0.5% | +$1.54K | 0.02% | 439 |
|
|
2024
Q2 | $278K | Sell |
2,126
-80
| -4% | -$10.5K | 0.03% | 413 |
|
|
2024
Q1 | $289K | Sell |
2,206
-1,095
| -33% | -$144K | 0.03% | 406 |
|
|
2023
Q4 | $371K | Buy |
3,301
+23
| +0.7% | +$2.59K | 0.03% | 368 |
|
|
2023
Q3 | $284K | Sell |
3,278
-1,033
| -24% | -$89.5K | 0.03% | 390 |
|
|
2023
Q2 | $504K | Sell |
4,311
-2,860
| -40% | -$334K | 0.04% | 307 |
|
|
2023
Q1 | $709K | Sell |
7,171
-56
| -0.8% | -$5.54K | 0.06% | 251 |
|
|
2022
Q4 | $707K | Buy |
7,227
+71
| +1% | +$6.95K | 0.07% | 251 |
|
|
2022
Q3 | $651K | Sell |
7,156
-718
| -9% | -$65.3K | 0.07% | 273 |
|
|
2022
Q2 | $745K | Sell |
7,874
-143
| -2% | -$13.5K | 0.07% | 252 |
|
|
2022
Q1 | $883K | Sell |
8,017
-1
| -0% | -$110 | 0.06% | 270 |
|
|
2021
Q4 | $927K | Buy |
8,018
+11
| +0.1% | +$1.27K | 0.06% | 278 |
|
|
2021
Q3 | $984K | Sell |
8,007
-1,667
| -17% | -$205K | 0.07% | 238 |
|
|
2021
Q2 | $1.14M | Sell |
9,674
-129
| -1% | -$15.3K | 0.08% | 229 |
|
|
2021
Q1 | $931K | Buy |
9,803
+6,761
| +222% | +$642K | 0.07% | 249 |
|
|
2020
Q4 | $275K | Buy |
3,042
+1
| +0% | +$90 | 0.02% | 433 |
|
|
2020
Q3 | $176K | Buy |
3,041
+1
| +0% | +$58 | 0.02% | 518 |
|
|
2020
Q2 | $152K | Buy |
3,040
+782
| +35% | +$39.1K | 0.01% | 554 |
|
|
2020
Q1 | $81K | Buy |
2,258
+1
| +0% | +$36 | 0.01% | 655 |
|
|
2019
Q4 | $191K | Sell |
2,257
-1,540
| -41% | -$130K | 0.02% | 512 |
|
|
2019
Q3 | $308K | Buy |
3,797
+1,480
| +64% | +$120K | 0.03% | 415 |
|
|
2019
Q2 | $180K | Buy |
2,317
+1,837
| +383% | +$143K | 0.02% | 469 |
|
|
2019
Q1 | $34K | Buy |
480
+260
| +118% | +$18.4K | ﹤0.01% | 839 |
|
|
2018
Q4 | $13K | Buy |
220
+20
| +10% | +$1.18K | ﹤0.01% | 1019 |
|
|
2018
Q3 | $15K | Sell |
200
-21
| -10% | -$1.58K | ﹤0.01% | 1019 |
|
|
2018
Q2 | $16K | Buy |
221
+21
| +11% | +$1.52K | ﹤0.01% | 999 |
|
|
2018
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 926 |
|