Burt Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	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	+$219K	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%	+$35.4K	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%	+$30.9K	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%	-$1.41K	0.03%	205
2016 Q1	$24K	Buy	469 +27	+6%	+$1.38K	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	+$29K	0.03%	163