Carolinas Wealth Consulting’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 |
-17
| Closed | -$2.9K | – | 223 |
|
|
2025
Q1 | $2.9K | Sell |
17
-321
| -95% | -$54.8K | ﹤0.01% | 707 |
|
|
2024
Q4 | $58.4K | Buy |
338
+2
| +0.6% | +$346 | 0.01% | 338 |
|
|
2024
Q3 | $47.1K | Sell |
336
-4
| -1% | -$561 | 0.01% | 374 |
|
|
2024
Q2 | $44.4K | Buy |
340
+3
| +0.9% | +$391 | 0.01% | 382 |
|
|
2024
Q1 | $44.2K | Sell |
337
-41
| -11% | -$5.38K | 0.01% | 394 |
|
|
2023
Q4 | $42.4K | Sell |
378
-124
| -25% | -$13.9K | 0.01% | 359 |
|
|
2023
Q3 | $41.2K | Sell |
502
-4
| -0.8% | -$328 | 0.01% | 336 |
|
|
2023
Q2 | $59.1K | Buy |
506
+2
| +0.4% | +$234 | 0.01% | 324 |
|
|
2023
Q1 | $49.8K | Sell |
504
-54
| -10% | -$5.34K | 0.01% | 361 |
|
|
2022
Q4 | $54.6K | Buy |
558
+2
| +0.4% | +$196 | 0.01% | 342 |
|
|
2022
Q3 | $51K | Buy |
556
+7
| +1% | +$642 | 0.01% | 320 |
|
|
2022
Q2 | $52K | Buy |
549
+2
| +0.4% | +$189 | 0.01% | 323 |
|
|
2022
Q1 | $60K | Sell |
547
-2
| -0.4% | -$219 | 0.01% | 322 |
|
|
2021
Q4 | $63K | Buy |
549
+4
| +0.7% | +$459 | 0.01% | 334 |
|
|
2021
Q3 | $67K | Sell |
545
-137
| -20% | -$16.8K | 0.02% | 296 |
|
|
2021
Q2 | $81K | Buy |
682
+301
| +79% | +$35.7K | 0.02% | 292 |
|
|
2021
Q1 | $36K | Hold |
381
| – | – | 0.01% | 415 |
|
|
2020
Q4 | $34K | Buy |
381
+74
| +24% | +$6.6K | 0.01% | 395 |
|
|
2020
Q3 | $18K | Hold |
307
| – | – | 0.01% | 402 |
|
|
2020
Q2 | $15K | Buy |
+307
| New | +$15K | 0.01% | 305 |
|