Avantax Advisory Services’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 |
|
|||||
|
2025
Q1 | $1.15M | Buy |
|
|||||
|
2024
Q4 | $1.07M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Buy |
|
|||||
|
2024
Q2 | $954K | Buy |
|
|||||
|
2024
Q1 | $584K | Buy |
|
|||||
|
2023
Q4 | $487K | Buy |
|
|||||
|
2023
Q3 | $371K | Sell |
|
|||||
|
2023
Q2 | $533K | Sell |
|
|||||
|
2023
Q1 | $481K | Sell |
|
|||||
|
2022
Q4 | $487K | Buy |
|
|||||
|
2022
Q3 | $419K | Sell |
|
|||||
|
2022
Q2 | $443K | Buy |
|
|||||
|
2022
Q1 | $442K | Sell |
|
|||||
|
2021
Q4 | $476K | Sell |
|
|||||
|
2021
Q3 | $606K | Buy |
|
|||||
|
2021
Q2 | $519K | Buy |
|
|||||
|
2021
Q1 | $347K | Buy |
|
|||||
|
2020
Q4 | $317K | Sell |
|
|||||
|
2020
Q3 | $560K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $208K | Buy |
|