AWM
DFS
Apollon Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,089
| Closed | -$698K | – | 1281 |
|
|
2025
Q1 | $698K | Buy |
4,089
+492
| +14% | +$84K | 0.02% | 614 |
|
|
2024
Q4 | $623K | Sell |
3,597
-582
| -14% | -$101K | 0.01% | 669 |
|
|
2024
Q3 | $586K | Buy |
4,179
+513
| +14% | +$72K | 0.02% | 648 |
|
|
2024
Q2 | $480K | Buy |
3,666
+45
| +1% | +$5.89K | 0.01% | 695 |
|
|
2024
Q1 | $475K | Buy |
3,621
+174
| +5% | +$22.8K | 0.01% | 716 |
|
|
2023
Q4 | $387K | Buy |
+3,447
| New | +$387K | 0.01% | 742 |
|
|
2023
Q3 | – | Sell |
-2,285
| Closed | -$267K | – | 918 |
|
|
2023
Q2 | $267K | Sell |
2,285
-432
| -16% | -$50.5K | 0.01% | 771 |
|
|
2023
Q1 | $269K | Buy |
2,717
+154
| +6% | +$15.2K | 0.02% | 711 |
|
|
2022
Q4 | $251K | Sell |
2,563
-177
| -6% | -$17.3K | 0.02% | 716 |
|
|
2022
Q3 | $249K | Sell |
2,740
-92
| -3% | -$8.36K | 0.02% | 663 |
|
|
2022
Q2 | $268K | Sell |
2,832
-3
| -0.1% | -$284 | 0.02% | 597 |
|
|
2022
Q1 | $312K | Sell |
2,835
-1,030
| -27% | -$113K | 0.02% | 582 |
|
|
2021
Q4 | $447K | Buy |
3,865
+1,203
| +45% | +$139K | 0.03% | 486 |
|
|
2021
Q3 | $327K | Buy |
+2,662
| New | +$327K | 0.04% | 335 |
|
|
2020
Q3 | – | Sell |
-419
| Closed | -$21K | – | 282 |
|
|
2020
Q2 | $21K | Buy |
+419
| New | +$21K | 0.01% | 363 |
|