Arkadios Wealth Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $2K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1.82K | Hold |
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|
2020
Q2 | $1.31K | Sell |
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|
2020
Q1 | $2.27K | Buy |
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|
2019
Q4 | $4.37K | Buy |
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