Centerpoint 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 |
-243
| Closed | -$41K | – | 398 |
|
|
2025
Q1 | $41K | Hold |
243
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $42K | Hold |
243
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $34K | Buy |
+243
| New | +$34K | 0.01% | 206 |
|
|
2023
Q4 | – | Sell |
-32
| Closed | -$3K | – | 470 |
|
|
2023
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $3K | Sell |
32
-72
| -69% | -$6.75K | ﹤0.01% | 416 |
|
|
2022
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $9K | Hold |
104
| – | – | ﹤0.01% | 226 |
|
|
2022
Q2 | $10K | Hold |
104
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $11K | Hold |
104
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $12K | Hold |
104
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $13K | Hold |
104
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $12K | Hold |
104
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $10K | Buy |
104
+72
| +225% | +$6.92K | 0.01% | 170 |
|
|
2020
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 207 |
|
|
2020
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 244 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 232 |
|
|
2019
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 223 |
|
|
2019
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 236 |
|