AAS
DFS
Avantax Advisory Services’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,753
| Closed | -$1.15M | – | 2377 |
|
|
2025
Q1 | $1.15M | Buy |
6,753
+557
| +9% | +$95.1K | 0.01% | 1014 |
|
|
2024
Q4 | $1.07M | Sell |
6,196
-1,505
| -20% | -$261K | 0.01% | 1010 |
|
|
2024
Q3 | $1.08M | Buy |
7,701
+407
| +6% | +$57.1K | 0.01% | 975 |
|
|
2024
Q2 | $954K | Buy |
7,294
+2,843
| +64% | +$372K | 0.01% | 1002 |
|
|
2024
Q1 | $584K | Buy |
4,451
+114
| +3% | +$14.9K | 0.01% | 968 |
|
|
2023
Q4 | $487K | Buy |
4,337
+57
| +1% | +$6.41K | ﹤0.01% | 993 |
|
|
2023
Q3 | $371K | Sell |
4,280
-280
| -6% | -$24.3K | ﹤0.01% | 1077 |
|
|
2023
Q2 | $533K | Sell |
4,560
-310
| -6% | -$36.2K | 0.01% | 921 |
|
|
2023
Q1 | $481K | Sell |
4,870
-109
| -2% | -$10.8K | 0.01% | 932 |
|
|
2022
Q4 | $487K | Buy |
4,979
+375
| +8% | +$36.7K | 0.01% | 879 |
|
|
2022
Q3 | $419K | Sell |
4,604
-85
| -2% | -$7.74K | 0.01% | 856 |
|
|
2022
Q2 | $443K | Buy |
4,689
+677
| +17% | +$64K | 0.01% | 834 |
|
|
2022
Q1 | $442K | Sell |
4,012
-104
| -3% | -$11.5K | 0.01% | 839 |
|
|
2021
Q4 | $476K | Sell |
4,116
-808
| -16% | -$93.4K | 0.01% | 780 |
|
|
2021
Q3 | $606K | Buy |
4,924
+553
| +13% | +$68.1K | 0.01% | 648 |
|
|
2021
Q2 | $519K | Buy |
4,371
+716
| +20% | +$85K | 0.01% | 698 |
|
|
2021
Q1 | $347K | Buy |
3,655
+168
| +5% | +$16K | 0.01% | 749 |
|
|
2020
Q4 | $317K | Sell |
3,487
-6,233
| -64% | -$567K | 0.01% | 699 |
|
|
2020
Q3 | $560K | Buy |
+9,720
| New | +$560K | 0.01% | 751 |
|
|
2020
Q1 | – | Sell |
-2,460
| Closed | -$208K | – | 816 |
|
|
2019
Q4 | $208K | Buy |
+2,460
| New | +$208K | ﹤0.01% | 769 |
|