Bogart Wealth LLC’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 |
-131
| Closed | -$22.4K | – | 1465 |
|
|
2025
Q1 | $22.4K | Buy |
131
+7
| +6% | +$1.2K | ﹤0.01% | 561 |
|
|
2024
Q4 | $21.5K | Hold |
124
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $17.4K | Hold |
124
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $16.2K | Buy |
124
+8
| +7% | +$1.05K | ﹤0.01% | 568 |
|
|
2024
Q1 | $15.2K | Hold |
116
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $13K | Hold |
116
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $10K | Hold |
116
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $13.6K | Hold |
116
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $11.5K | Hold |
116
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $11.3K | Buy |
116
+62
| +115% | +$6.07K | ﹤0.01% | 518 |
|
|
2022
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 677 |
|
|
2017
Q4 | – | Sell |
-55
| Closed | -$4K | – | 344 |
|
|
2017
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 285 |
|