Annis Gardner Whiting Capital Advisors’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 |
-141
| Closed | -$24.1K | – | 1338 |
|
|
2025
Q1 | $24.1K | Sell |
141
-6
| -4% | -$1.02K | 0.01% | 426 |
|
|
2024
Q4 | $25.5K | Buy |
147
+6
| +4% | +$1.04K | 0.01% | 411 |
|
|
2024
Q3 | $19.8K | Sell |
141
-4
| -3% | -$561 | 0.01% | 459 |
|
|
2024
Q2 | $19K | Buy |
145
+20
| +16% | +$2.62K | 0.01% | 577 |
|
|
2024
Q1 | $16.4K | Buy |
125
+4
| +3% | +$524 | 0.01% | 592 |
|
|
2023
Q4 | $13.6K | Hold |
121
| – | – | 0.01% | 449 |
|
|
2023
Q3 | $10.5K | Buy |
+121
| New | +$10.5K | 0.01% | 455 |
|