Ameritas Advisory Services’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 |
-1,723
| Closed | -$295K | – | 2842 |
|
|
2025
Q1 | $295K | Hold |
1,723
| – | – | 0.01% | 709 |
|
|
2024
Q4 | $298K | Buy |
+1,723
| New | +$298K | 0.01% | 727 |
|
|
2024
Q3 | – | Sell |
-1,644
| Closed | -$215K | – | 865 |
|
|
2024
Q2 | $215K | Sell |
1,644
-6
| -0.4% | -$785 | 0.01% | 835 |
|
|
2024
Q1 | $213K | Buy |
+1,650
| New | +$213K | 0.01% | 814 |
|
|
2023
Q2 | – | Sell |
-1,670
| Closed | -$172K | – | 1006 |
|
|
2023
Q1 | $172K | Buy |
+1,670
| New | +$172K | 0.01% | 812 |
|
|
2022
Q2 | – | Sell |
-2,455
| Closed | -$271K | – | 811 |
|
|
2022
Q1 | $271K | Sell |
2,455
-67
| -3% | -$7.4K | 0.01% | 692 |
|
|
2021
Q4 | $291K | Buy |
+2,522
| New | +$291K | 0.01% | 657 |
|