Aptus 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 |
-3,549
| Closed | -$606K | – | 1531 |
|
|
2025
Q1 | $606K | Sell |
3,549
-205
| -5% | -$35K | 0.01% | 590 |
|
|
2024
Q4 | $650K | Buy |
3,754
+980
| +35% | +$170K | 0.01% | 561 |
|
|
2024
Q3 | $389K | Buy |
2,774
+895
| +48% | +$126K | 0.01% | 602 |
|
|
2024
Q2 | $246K | Sell |
1,879
-89
| -5% | -$11.6K | ﹤0.01% | 667 |
|
|
2024
Q1 | $258K | Buy |
+1,968
| New | +$258K | ﹤0.01% | 664 |
|