Burt Wealth 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 |
-1,673
| Closed | -$286K | – | 117 |
|
|
2025
Q1 | $286K | Hold |
1,673
| – | – | 0.07% | 94 |
|
|
2024
Q4 | $290K | Hold |
1,673
| – | – | 0.07% | 90 |
|
|
2024
Q3 | $235K | Hold |
1,673
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $219K | Hold |
1,673
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $219K | Buy |
+1,673
| New | +$192K | 0.06% | 114 |
|
|
2021
Q1 | – | Sell |
-1,442
| Closed | -$131K | – | 153 |
|
|
2020
Q4 | $131K | Hold |
1,442
| – | – | 0.05% | 111 |
|
|
2020
Q3 | $83K | Hold |
1,442
| – | – | 0.03% | 137 |
|
|
2020
Q2 | $72K | Hold |
1,442
| – | – | 0.03% | 149 |
|
|
2020
Q1 | $51K | Hold |
1,442
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $122K | Hold |
1,442
| – | – | 0.05% | 111 |
|
|
2019
Q3 | $117K | Hold |
1,442
| – | – | 0.05% | 112 |
|
|
2019
Q2 | $112K | Hold |
1,442
| – | – | 0.05% | 119 |
|
|
2019
Q1 | $103K | Hold |
1,442
| – | – | 0.05% | 121 |
|
|
2018
Q4 | $85K | Buy |
1,442
+600
| +71% | +$41.4K | 0.04% | 135 |
|
|
2018
Q3 | $64K | Hold |
842
| – | – | 0.03% | 169 |
|
|
2018
Q2 | $59K | Hold |
842
| – | – | 0.03% | 164 |
|
|
2018
Q1 | $61K | Hold |
842
| – | – | 0.03% | 163 |
|
|
2017
Q4 | $65K | Buy |
842
+400
| +90% | +$27.5K | 0.04% | 160 |
|
|
2017
Q3 | $29K | Hold |
442
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $27K | Hold |
442
| – | – | 0.02% | 236 |
|
|
2017
Q1 | $30K | Hold |
442
| – | – | 0.02% | 202 |
|
|
2016
Q4 | $32K | Hold |
442
| – | – | 0.03% | 199 |
|
|
2016
Q3 | $24K | Hold |
442
| – | – | 0.03% | 208 |
|
|
2016
Q2 | $23K | Sell |
442
-27
| -6% | -$1.47K | 0.03% | 205 |
|
|
2016
Q1 | $24K | Buy |
469
+27
| +6% | +$1.3K | 0.02% | 226 |
|
|
2015
Q4 | $23K | Hold |
442
| – | – | 0.02% | 192 |
|
|
2015
Q3 | $22K | Hold |
442
| – | – | 0.03% | 173 |
|
|
2015
Q2 | $25K | Hold |
442
| – | – | 0.03% | 185 |
|
|
2015
Q1 | $24K | Hold |
442
| – | – | 0.02% | 176 |
|
|
2014
Q4 | $29K | Buy |
+442
| New | +$28.4K | 0.03% | 163 |
|
Other funds holding DFS
DWM
KIM
IA
SS
OLVIG
HNB
Burt Wealth Advisors's DFS Position: Q2 2025 in Review
Burt Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,673 shares — an estimated $286K sold.
Burt Wealth Advisors first reported a position in DFS in Q4 2014 and held it in 30 quarters. The position peaked at $290K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.
- Burt Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
- Burt Wealth Advisors sold 1,673 Discover Financial Services shares in Q2 2025, an estimated $286K.
- Burt Wealth Advisors first reported a position in Discover Financial Services in Q4 2014 and held it in 30 quarters.
- Burt Wealth Advisors's Discover Financial Services position peaked at $290K in Q4 2024.
- 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.
Based on Burt Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.