Bragg Financial 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 |
-2,023
| Closed | -$345K | – | 340 |
|
|
2025
Q1 | $345K | Hold |
2,023
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $350K | Hold |
2,023
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $284K | Hold |
2,023
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $265K | Hold |
2,023
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $265K | Sell |
2,023
-114
| -5% | -$14.9K | 0.01% | 294 |
|
|
2023
Q4 | $240K | Buy |
+2,137
| New | +$240K | 0.01% | 299 |
|
|
2023
Q3 | – | Sell |
-2,411
| Closed | -$282K | – | 316 |
|
|
2023
Q2 | $282K | Sell |
2,411
-100
| -4% | -$11.7K | 0.02% | 289 |
|
|
2023
Q1 | $248K | Hold |
2,511
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $246K | Sell |
2,511
-37
| -1% | -$3.62K | 0.01% | 289 |
|
|
2022
Q3 | $232K | Hold |
2,548
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $241K | Buy |
2,548
+460
| +22% | +$43.5K | 0.02% | 284 |
|
|
2022
Q1 | $230K | Sell |
2,088
-6
| -0.3% | -$661 | 0.01% | 297 |
|
|
2021
Q4 | $257K | Hold |
2,094
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $257K | Buy |
2,094
+6
| +0.3% | +$736 | 0.02% | 278 |
|
|
2021
Q2 | $247K | Buy |
+2,088
| New | +$247K | 0.02% | 283 |
|
|
2020
Q1 | – | Sell |
-2,479
| Closed | -$210K | – | 256 |
|
|
2019
Q4 | $210K | Sell |
2,479
-176
| -7% | -$14.9K | 0.02% | 258 |
|
|
2019
Q3 | $215K | Buy |
+2,655
| New | +$215K | 0.03% | 260 |
|