Astoria Portfolio 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 |
-1,841
| Closed | -$329K | – | 260 |
|
|
2025
Q1 | $329K | Sell |
1,841
-1,356
| -42% | -$242K | 0.11% | 159 |
|
|
2024
Q4 | $578K | Buy |
3,197
+157
| +5% | +$28.4K | 0.21% | 95 |
|
|
2024
Q3 | $443K | Buy |
3,040
+414
| +16% | +$60.4K | 0.15% | 106 |
|
|
2024
Q2 | $343K | Buy |
2,626
+422
| +19% | +$55.2K | 0.12% | 118 |
|
|
2024
Q1 | $267K | Sell |
2,204
-579
| -21% | -$70.2K | 0.1% | 141 |
|
|
2023
Q4 | $294K | Buy |
+2,783
| New | +$294K | 0.12% | 123 |
|