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 |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $219K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $51K | Hold |
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|
2019
Q4 | $122K | Hold |
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|
2019
Q3 | $117K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $65K | Buy |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $30K | Hold |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $24K | Hold |
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|
2016
Q2 | $23K | Sell |
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|
2016
Q1 | $24K | Buy |
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $29K | Buy |
|