Capital Investment 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 |
-3,602
| Closed | -$615K | – | 707 |
|
|
2025
Q1 | $615K | Buy |
3,602
+1,915
| +114% | +$327K | 0.01% | 405 |
|
|
2024
Q4 | $292K | Buy |
1,687
+74
| +5% | +$12.8K | 0.01% | 526 |
|
|
2024
Q3 | $226K | Buy |
1,613
+21
| +1% | +$2.95K | ﹤0.01% | 591 |
|
|
2024
Q2 | $208K | Buy |
1,592
+31
| +2% | +$4.06K | ﹤0.01% | 587 |
|
|
2024
Q1 | $205K | Buy |
+1,561
| New | +$205K | ﹤0.01% | 583 |
|