Arkadios Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,817
| Closed | -$310K | – | 1251 |
|
|
2025
Q1 | $310K | Buy |
1,817
+86
| +5% | +$14.7K | 0.01% | 891 |
|
|
2024
Q4 | $300K | Sell |
1,731
-82
| -5% | -$14.2K | 0.02% | 715 |
|
|
2024
Q3 | $254K | Buy |
1,813
+44
| +2% | +$6.17K | 0.01% | 769 |
|
|
2024
Q2 | $231K | Buy |
+1,769
| New | +$231K | 0.02% | 718 |
|
|
2021
Q4 | – | Sell |
-53
| Closed | -$6K | – | 844 |
|
|
2021
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q2 | $6K | Buy |
53
+25
| +89% | +$2.83K | ﹤0.01% | 1661 |
|
|
2021
Q1 | $2K | Buy |
28
+1
| +4% | +$71 | ﹤0.01% | 1511 |
|
|
2020
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q3 | $1.82K | Hold |
27
| – | – | ﹤0.01% | 946 |
|
|
2020
Q2 | $1.31K | Sell |
27
-37
| -58% | -$1.79K | ﹤0.01% | 889 |
|
|
2020
Q1 | $2.27K | Buy |
64
+7
| +12% | +$248 | ﹤0.01% | 909 |
|
|
2019
Q4 | $4.37K | Buy |
+57
| New | +$4.37K | ﹤0.01% | 718 |
|