Bell Investment Advisors’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 |
-66
| Closed | -$11.3K | – | 1912 |
|
|
2025
Q1 | $11.3K | Sell |
66
-5
| -7% | -$854 | ﹤0.01% | 556 |
|
|
2024
Q4 | $12.3K | Sell |
71
-3
| -4% | -$520 | ﹤0.01% | 526 |
|
|
2024
Q3 | $10.4K | Buy |
74
+4
| +6% | +$561 | ﹤0.01% | 602 |
|
|
2024
Q2 | $9.16K | Buy |
70
+33
| +89% | +$4.32K | ﹤0.01% | 654 |
|
|
2024
Q1 | $4.85K | Hold |
37
| – | – | ﹤0.01% | 938 |
|
|
2023
Q4 | $4.16K | Buy |
37
+6
| +19% | +$674 | ﹤0.01% | 972 |
|
|
2023
Q3 | $2.69K | Buy |
31
+4
| +15% | +$347 | ﹤0.01% | 1142 |
|
|
2023
Q2 | $3.16K | Buy |
27
+3
| +13% | +$351 | ﹤0.01% | 1063 |
|
|
2023
Q1 | $2.37K | Sell |
24
-21
| -47% | -$2.08K | ﹤0.01% | 1167 |
|
|
2022
Q4 | $4.4K | Sell |
45
-11
| -20% | -$1.08K | ﹤0.01% | 877 |
|
|
2022
Q3 | $5K | Sell |
56
-9
| -14% | -$804 | ﹤0.01% | 660 |
|
|
2022
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 609 |
|
|
2021
Q4 | $3K | Sell |
30
-53
| -64% | -$5.3K | ﹤0.01% | 962 |
|
|
2021
Q3 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 446 |
|