AE Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,206
| Closed | -$209K | – | 2179 |
|
|
2024
Q4 | $209K | Buy |
+1,206
| New | +$209K | ﹤0.01% | 1256 |
|
|
2024
Q1 | – | Sell |
-23,010
| Closed | -$2.46M | – | 1337 |
|
|
2023
Q4 | $2.46M | Buy |
23,010
+10,847
| +89% | +$1.16M | 0.01% | 833 |
|
|
2023
Q3 | $1.05M | Buy |
12,163
+1,165
| +11% | +$101K | 0.01% | 1073 |
|
|
2023
Q2 | $1.29M | Sell |
10,998
-3,052
| -22% | -$357K | 0.01% | 995 |
|
|
2023
Q1 | $1.39M | Sell |
14,050
-9,218
| -40% | -$911K | 0.01% | 922 |
|
|
2022
Q4 | $2.28M | Buy |
23,268
+9,278
| +66% | +$908K | 0.02% | 692 |
|
|
2022
Q3 | $1.27M | Sell |
13,990
-7,171
| -34% | -$652K | 0.01% | 852 |
|
|
2022
Q2 | $2M | Buy |
21,161
+1,522
| +8% | +$144K | 0.02% | 669 |
|
|
2022
Q1 | $2.16M | Sell |
19,639
-9,393
| -32% | -$1.04M | 0.01% | 684 |
|
|
2021
Q4 | $3.36M | Sell |
29,032
-23
| -0.1% | -$2.66K | 0.02% | 535 |
|
|
2021
Q3 | $3.57M | Sell |
29,055
-15,355
| -35% | -$1.89M | 0.03% | 460 |
|
|
2021
Q2 | $5.25M | Buy |
44,410
+18,143
| +69% | +$2.15M | 0.05% | 351 |
|
|
2021
Q1 | $2.5M | Sell |
26,267
-38
| -0.1% | -$3.61K | 0.03% | 509 |
|
|
2020
Q4 | $2.38M | Buy |
26,305
+6,996
| +36% | +$633K | 0.03% | 448 |
|
|
2020
Q3 | $1.12M | Sell |
19,309
-312
| -2% | -$18K | 0.02% | 606 |
|
|
2020
Q2 | $983K | Buy |
19,621
+3,259
| +20% | +$163K | 0.02% | 630 |
|
|
2020
Q1 | $584K | Buy |
16,362
+7,863
| +93% | +$281K | 0.01% | 631 |
|
|
2019
Q4 | $721K | Buy |
8,499
+2,782
| +49% | +$236K | 0.02% | 611 |
|
|
2019
Q3 | $464K | Buy |
5,717
+1,303
| +30% | +$106K | 0.01% | 640 |
|
|
2019
Q2 | $343K | Buy |
+4,414
| New | +$343K | 0.01% | 703 |
|