Atria Wealth Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,028
| Closed | -$2.39M | – | 1548 |
|
|
2025
Q1 | $2.39M | Sell |
14,028
-354
| -2% | -$60.4K | 0.03% | 564 |
|
|
2024
Q4 | $2.49M | Buy |
14,382
+2,024
| +16% | +$351K | 0.03% | 558 |
|
|
2024
Q3 | $1.73M | Buy |
12,358
+916
| +8% | +$129K | 0.02% | 685 |
|
|
2024
Q2 | $1.5M | Sell |
11,442
-847
| -7% | -$111K | 0.02% | 731 |
|
|
2024
Q1 | $1.61M | Buy |
12,289
+122
| +1% | +$16K | 0.02% | 702 |
|
|
2023
Q4 | $1.37M | Buy |
12,167
+2,787
| +30% | +$313K | 0.02% | 742 |
|
|
2023
Q3 | $813K | Sell |
9,380
-1,594
| -15% | -$138K | 0.01% | 906 |
|
|
2023
Q2 | $1.28M | Buy |
10,974
+2,267
| +26% | +$265K | 0.02% | 736 |
|
|
2023
Q1 | $861K | Sell |
8,707
-3,928
| -31% | -$388K | 0.01% | 847 |
|
|
2022
Q4 | $1.24M | Buy |
12,635
+2,532
| +25% | +$248K | 0.02% | 664 |
|
|
2022
Q3 | $919K | Buy |
+10,103
| New | +$919K | 0.02% | 737 |
|
|
2022
Q2 | – | Sell |
-10,320
| Closed | -$1.14M | – | 1657 |
|
|
2022
Q1 | $1.14M | Buy |
+10,320
| New | +$1.14M | 0.02% | 677 |
|