Beaird Harris Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$1.2K | – | 626 |
|
|
2025
Q1 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $1.21K | Hold |
7
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $983 | Hold |
7
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $916 | Hold |
7
| – | – | ﹤0.01% | 600 |
|
|
2024
Q1 | $918 | Hold |
7
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $787 | Buy |
+7
| New | +$787 | ﹤0.01% | 540 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$783 | – | 546 |
|
|
2022
Q4 | $783 | Sell |
8
-98
| -92% | -$9.59K | ﹤0.01% | 651 |
|
|
2022
Q3 | $10K | Hold |
106
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $10K | Hold |
106
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $12K | Hold |
106
| – | – | ﹤0.01% | 305 |
|
|
2021
Q4 | $12K | Buy |
+106
| New | +$12K | ﹤0.01% | 380 |
|