AW
DFS
Avion Wealth’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-113
| Closed | -$19K | – | 1261 |
|
|
2025
Q1 | $19K | Hold |
113
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $19K | Hold |
113
| – | – | ﹤0.01% | 295 |
|
|
2024
Q3 | $15K | Buy |
113
+14
| +14% | +$1.86K | ﹤0.01% | 298 |
|
|
2024
Q2 | $12K | Buy |
99
+79
| +395% | +$9.58K | ﹤0.01% | 298 |
|
|
2024
Q1 | $3K | Buy |
20
+14
| +233% | +$2.1K | ﹤0.01% | 547 |
|
|
2023
Q4 | $1K | Sell |
6
-94
| -94% | -$15.7K | ﹤0.01% | 750 |
|
|
2023
Q3 | $8K | Buy |
100
+90
| +900% | +$7.2K | ﹤0.01% | 288 |
|
|
2023
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 550 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$9K | – | 381 |
|
|
2021
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 223 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$6K | – | 355 |
|
|
2020
Q3 | $6K | Sell |
100
-200
| -67% | -$12K | ﹤0.01% | 217 |
|
|
2020
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 147 |
|