Beacon Pointe Advisors’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 |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $350K | Buy |
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