Center for Financial Planning’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	-18	Closed	-$3.07K	–	664
2025 Q1	$3.07K	Hold	18	–	–	﹤0.01%	564
2024 Q4	$3.12K	Hold	18	–	–	﹤0.01%	512
2024 Q3	$2.53K	Hold	18	–	–	﹤0.01%	488
2024 Q2	$2.36K	Hold	18	–	–	﹤0.01%	492
2024 Q1	$2.36K	Hold	18	–	–	﹤0.01%	511
2023 Q4	$2.02K	Hold	18	–	–	﹤0.01%	458
2023 Q3	$1.56K	Hold	18	–	–	﹤0.01%	464
2023 Q2	$2.1K	Hold	18	–	–	﹤0.01%	491
2023 Q1	$1.78K	Hold	18	–	–	﹤0.01%	458
2022 Q4	$1.76K	Hold	18	–	–	﹤0.01%	465
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	523
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	465
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	471
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	477
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	451
2021 Q2	$2K	Sell	18 -60	-77%	-$6.67K	﹤0.01%	456
2021 Q1	$7K	Hold	78	–	–	﹤0.01%	423
2020 Q4	$7K	Hold	78	–	–	﹤0.01%	374
2020 Q3	$5K	Hold	78	–	–	﹤0.01%	355
2020 Q2	$4K	Hold	78	–	–	﹤0.01%	376
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	457
2019 Q4	$7K	Buy	+78	New	+$7K	﹤0.01%	335